How It Works
The Family Connect service gives a Trusted Person a ‘view only’ look at the bank transactions of someone who needs help.
View Only Banking: Secure, Simple, and Smart
View Only Banking provides a safe and convenient way to access your bank account through our Family Connect app.
With this service, you can monitor your transactions without the ability to make payments or transfers—ideal for those who simply need to stay informed.
When the time is right, you can also grant a Trusted Person access to view your transactions securely.
Why Choose View Only Banking?
✔ Enhanced Security
No risk of unauthorized transactions since money cannot be moved.
✔ Perfect for Budgeting
Track your spending effortlessly without worrying about accidental transfers.
✔ Protected Account Details
Your bank account numbers remain hidden, keeping them safe from scammers.
✔ Family-Friendly Access
Easily share transaction visibility with a Trusted Person when needed.
Family Connect is suitable for:
Additional Needs
Fraud Victims
Teenagers
Older Adults
Account Holders
Who want help with their banking from a Trusted Person or who want to view their accounts online in a simple to view way.
Parents
Carers
Friends and Family
Support Workers
Trusted People
Who support Account Holders with their banking. You could also choose to view your own accounts as well as acting as a Trusted Person for someone else.
More about Account Holders
The Account Holder is the person who wants help with their banking from a Trusted Person and/or would like to view their accounts online in a simple to view way.
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- Family Connect gives you view only access to see your accounts online.
- You can safely see your bank accounts, statements and transactions but won’t be able to make payments or complete high-risk tasks.
- You can also choose if you want to give the same access to a Trusted Person to help you with your banking. It’s completely secure to do this. You both have your own sign-in details.
- You can ask us to cancel your Trusted Persons ability to view your accounts at any time.
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More about Trusted People
The Trusted Person supports Account Holders with their banking.
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- Family Connect gives you a view only look at the last 3 months of banking transactions of someone who needs your help.
- You can safely see how the person you are supporting is using their bank account, check bills are being paid, and get notifications about any transactions you might want to discuss with them.
- You can choose to receive regular e-mail alerts of new transactions.
- They don’t need to share their online banking security details with you, you will have your own sign-in. It’s completely secure.
- You could also choose to view your own accounts as well as acting as a Trusted Person for someone else. A one stop shop to view your accounts and theirs.
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Family Connect is suitable for:
Account Holders
Who want help with their banking from a Trusted Person or who want to view their accounts online in a simple to view way.
Additional Needs
Fraud Victims
Teenagers
Older Adults
More about Account Holders
The Account Holder is the person who wants help with their banking from a Trusted Person and/or would like to view their accounts online in a simple to view way.
-
-
- Family Connect gives you view only access to see your accounts online.
- You can safely see your bank accounts, statements and transactions but won’t be able to make payments or complete high-risk tasks.
- You can also choose if you want to give the same access to a Trusted Person to help you with your banking. It’s completely secure to do this. You both have your own sign-in details.
- You can ask us to cancel your Trusted Persons ability to view your accounts at any time.
-
Trusted People
Who support Account Holders with their banking. You could also choose to view your own accounts as well as acting as a Trusted Person for someone else.
Parents
Carers
Friends and Family
Support Workers
More about Trusted People
The Trusted Person supports Account Holders with their banking.
-
-
- Family Connect gives you a view only look at the last 3 months of banking transactions of someone who needs your help.
- You can safely see how the person you are supporting is using their bank account, check bills are being paid, and get notifications about any transactions you might want to discuss with them.
- You can choose to receive regular e-mail alerts of new transactions.
- They don’t need to share their online banking security details with you, you will have your own sign-in. It’s completely secure.
- You could also choose to view your own accounts as well as acting as a Trusted Person for someone else. A one stop shop to view your accounts and theirs.
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Stay Informed
Free to Register
Register in a few minutes. Have your email address and phone to hand.
No Prepaid Card
No need for an expensive prepaid card. No more plastic clutter.
Future-proofed
Works with all UK banks and most accounts – supports the Open Banking standard.
Total Control
Leave when you want, start and stop sharing with ease. No long-term commitments.
It takes just minutes to set up
To register you will need an email address and a UK mobile phone number.
Register
Both the Account Holder and Trusted Person will need to register.
Invite
Once registered, the Account Holder can log in to Family Connect, link to their bank account(s) and send an invitation to their Trusted Person by using a QR code or sending an email.
View
Once the Trusted Person has accepted the invite, they then have view only access to the Account Holder’s bank transactions.
Pricing & Payment
It’s always free to register for the Family Connect Service.
Once registered you then have the option as an Account Holder to link to your bank, and a Trusted Person.
If you are a customer of Lloyds Bank, Halifax, or the Bank of Scotland, there are no fees for one year provided you register before June 2025 and link to your bank account. Just register and follow the instructions.
For other customers, you may use the service for the first 21 days for free. After this you pay:
Account Holders
- Link to one Trusted Person.
- An Account Holder is someone who would like to receive help with their banking from a Trusted Person or who wants to view their accounts online in a simple to view way.
Account Holders
- Link up to five Trusted People.
- An Account Holder is someone who would like to receive help with their banking from a Trusted Person or who wants to view their accounts online in a simple to view way.
Trusted People
- It’s always free to be a Trusted Person.
- A Trusted Person is someone who assists an Account Holder with their banking.
We will never charge you any fees without first obtaining your explicit consent.
There are no other hidden transaction costs and no long-term commitments. You’re free to leave the service or delete your account whenever you want, and you will not incur any more fees.
Please refer to our service terms of use below for full pricing information.