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How can I add a Co-parent to my child's account?
How can I add a Co-parent to my child's account?
Ciara avatar
Written by Ciara
Updated over 2 months ago

Adding your Co-parent to your child's account is easier than ever now! Please note the Co-parent user will have full access to the child's account including investment and portfolio details. The Co-parent/Account Owner able to view the following information:

  • Investments

  • Portfolio details

  • Moments

  • The Nest

  • And more!

Note: They will not have access you banking information or tax documents nor will they be able to request a withdrawal.


Home tab > Tap into your child's account > Tap into the Nest tab > Tap into Members > Select Parent/Account owner relationship > Select contact or type in user details > Tap add

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