Linking your account to another member

Linking your account to another member is a way to share information between adult accounts and to share access to dependent accounts. This allows a couple to manage their entire family from their individual accounts, or to provide limited access to another member to help to manage dependents.

To link your account with another member, first tap the sidebar menu button and then select Account Management.

Your account members will be displayed, including yourself (Account Owner) and any linked accounts or dependents that you have added to your account.

Tap the row containing your name (it will always be the top row) and an account menu will be displayed.

Tap the Link Account button to launch the link screen.

Enter the phone number of the member that you want to link your account to and indicate (via checkbox) if you also want to share any dependents on your account.

Tap the Send button to initiate the link process, or the Cancel button if you have changed your mind. The link process will not be completed until the recipient of your link has accepted the request.