Investors have two options for giving access to others like spouses and accountants from their Account page. You can also do this for them through the Login as Investor functionality.
1. Sharing - When granting access to others they can be setup as view only or view and edit users and notifications can also be turned on so the user will get investment updates and distribution notifications on investments.
2. Add a secondary email - This will send all investment updates and distribution notifications to this secondary email.
