Connecting a custodian without giving up read/write access
The four credentials your custodian asks for, which two you actually need to share, and how to scope a read-only API token if your institution supports it.
Coming soonDomusOS was built because the people we love kept asking the same question — “what do we actually own, and is it doing what we wanted it to?” — and the only honest answer involved four spreadsheets and a phone call to the advisor.
For seventy years, “family office” has meant $50M+ and a four-person team in a downtown office tower. That made sense when the only way to aggregate a balance sheet was a person with a spreadsheet. It does not make sense in 2026.
DomusOS is a single signed-in surface that does the work of that four-person team — aggregation, reporting, analysis, cash-flow planning, entity tracking, document storage, advisor coordination — at a price that makes it accessible to any household serious about its balance sheet.
The fastest path is usually ⌘K → Help inside the product. Below are the questions our team answers most often for new households — start here and email help@domusos.io if your situation isn't covered.
Open Balance Sheet → Add. Pick the institution, authenticate inside our aggregation partner's secure widget, and choose the accounts you want to bring in. We never see your credentials.
Force-refresh the account from Balance Sheet → Accounts → Refresh. If the wrong value persists, the issue is upstream at the aggregator — email help@domusos.io with the institution name and we'll re-route to a backup aggregator while we open a ticket.
Balance Sheet → Add manual asset. Enter the category, fair-market value, cost basis, and entity ownership. We'll auto-refresh real-estate values quarterly and roll up the rest into your net worth.
Yes. Team → Invite. Pick a role: Read-only (view balance sheet & specific entities), Contributor (also add manual assets / mark checklist items), or Co-admin (full access except billing). You can scope any role to a specific entity subtree.
Settings → Privacy → Download archive. You get a ZIP containing all holdings (CSV), transactions (CSV), entity structure (JSON), documents (original files), and Domi transcripts (Markdown). The archive is regenerated on demand and emailed to you when ready.
Your live portfolio data — holdings, cost basis, entity structure, and recent transactions — plus the recent news we've indexed for your tickers. It does not have browse-the-web access; if you ask about something outside your file it will say so.
Settings → Billing → Cancel. You keep access until the end of the current period. After cancellation we keep your data for 30 days in case you change your mind, then delete it (plus 35 days of backup decay).
Short, opinionated guides written by our team. Each one is something we'd send a serious household before their first quarterly review.
The four credentials your custodian asks for, which two you actually need to share, and how to scope a read-only API token if your institution supports it.
Coming soonHow to model a revocable trust, a dynasty trust, two operating LLCs, and a family foundation so net worth rolls up correctly — and your estate attorney can review it in 10 minutes.
Coming soonPrompts that work, prompts that don't, and how to attach the right chart so your advisor has everything they need to act in a single message.
Coming soonThe three lines on the calendar your CPA cares about, the two events that surprise households every April, and how to wire your custodian's tax-payment workflow into your monthly view.
Coming soonStep-by-step from the Settings panel — including how to provision an advisor-only login with a hardware token, and how to revoke a session if a device is lost.
Coming soonWhat to link in the first hour, what to ask your CPA for in week one, and the four reports your advisor will want before your next quarterly meeting.
Coming soonWant a guide we haven't written yet? Tell us what you'd find useful and we'll prioritize it.