Services
Family Connect
The secure, view only, bank account service to help manage the finances of others when they can’t do it alone.
Our mission is to enhance the financial security and independence of those with additional needs or victims of fraud by linking them to a Trusted Person who can provide support.
How Family Connect helps
Support without handing over the keys.
With our app, a bank Account Holder links to a Trusted Person, like a carer or family member, who can provide financial support. Once linked and with consent, we provide a view only bank service to the Trusted Person who can check the Account Holder’s recent bank account transactions – without the need or ability to login to the Account Holder’s bank account.
The Account Holder and Trusted Person can remove links to each other at any time to stop use of the service. We are trusted by leading UK banks, such as the Lloyds Banking Group, and regulated by the FCA, to provide a secure and reliable service.
A Trusted Person can
- View the last three months of the Account Holder’s bank transactions
- See the bank sort code and last four digits of the account number
- Choose to receive regular email alerts of new transactions
A Trusted Person cannot
- Access the Account Holder’s bank account
- Make or initiate a payment
- Obtain the Account Holder’s bank login details
It takes just minutes to set up
To register you will need an email address and a UK mobile phone number.
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1
Register
Both the Account Holder and Trusted Person will need to register.
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2
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.
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3
View
Once the Trusted Person has accepted the invite, they then have view only access to the Account Holder’s bank transactions.
Pricing
Free for Trusted People.
Account Holders choose a price plan, and every plan starts with a 21-day free period. Some of our partner organisations offer their customers free use of the service.
An Account Holder can link up to eight bank accounts from three different banks. Full details are in section 7 of our Service Terms of Use.
Need help with Family Connect?
Email us at support@hopemacy.com. We aim to respond to all emails within 48 hours.