Stockspot's multi-account feature enables you to open additional accounts inside your dashboard, so they are all linked under your existing email. This means you can open more than one kids account (or any other account type you like) using a single email address!
Our new dashboard layout makes this process easier than ever!
Here's how to use it:
1. Getting started:
In order to access the multi-accounts feature, you will need to have at least one application completed via the website.
To set-up your first account:
Head to the Stockspot Sign-up page and complete the application process. Once complete, you can access your dashboard and start the process of opening additional accounts!
2. Inside your online dashboard
Immediately underneath your account name (in the top left hand corner of the navigation menu) you will now see the option to ‘Add investment account’.
Select the link and complete the steps to start your application, selecting the ‘kids’ account type. Once completed, we will set up the account on your behalf and email you your new account details.
Note that every Stockspot account has separate account details and its own cash account to deposit funds into. For each new account you set-up, we'll email you the cash account details.
Alternatively:
You can still access access the link to create a new account by selecting the white arrow next to your account name
Next to your account name (in the top left hand corner of the navigation menu) look for the white arrow:
Click on the arrow, and it will expand. You will then see the option to 'Add new account'.
Click on the link, then follow the steps to start a new kids account application.
Once the account is set-up, all of your Kids accounts, (and other account types) will be linked under the same email.
3. Accessing your accounts
You can login to your dashboard and mobile app using the same email address to access all of your Stockspot Kids accounts.
Want to open multiple Kids accounts under separate emails?
You can also open additional kids accounts via the Stockspot website, using separate email addresses. This is a good option if you want to manage the accounts separately and not have them all linked together.
Steps:
Select 'Get Started' on the Stockspot website to start a new kids account application. Remember, you'll need a different email address for each new account. You can't use the same email you've used for another account.
Tip: If you use gmail or hotmail you can set-up an alias of your existing email if you don't have multiple email addresses.
We can also link the accounts together once set-up if you decide you don't want to manage the account separately using different email logins.
You can contact our team for assistance.