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.

How to link a bank account

Select the ‘Link Account’ button and follow the instructions.

By linking your accounts to Family Connect you will be able to see your bank account transactions under ‘My Accounts’, and so will any Trusted Person that you have linked to.

How to invite a Trusted Person

There are two ways to link with a Trusted Person. The easiest way is using a QR code, you can generate this from either the home page or from the ‘Invite trusted person’ link on the main menu. Show the code to your Trusted Person so they can scan it using their phone camera. Your Trusted Person will then be asked to log in (if they don’t already have an account then they will need to register first). They can then accept your invitation.

The second way to link is by sending an email invite, to do this you will need to know the exact email address and mobile number of your Trusted Person, and they will need to know yours.

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.

How do I view an Account Holder’s bank transactions?

The Account Holder must invite you to view their bank transactions, there are two ways they can do this. The simplest is to use a QR code which the Account Holder can generate, once you scan this using your mobile phone, you will be able to link your own Family Connect account.

The other way is for the Account Holder to send you an email request, this is the best option if you are not physically with each other. It’s important that you both know the exact email address and phone number of each other before you start.

Once you have accepted an invitation, you will be able to view the bank account transactions that the Account Holder has agreed to.