How It Works

The Family Connect service gives a Trusted Person a ‘view only’ look at the bank transactions of someone who needs help.

Family Connect works by providing Account Holders of the service with a simple, view only look at their bank transactions. As multiple bank accounts can be linked, this gives the Account Holder an easy, quick, and safe place to check on their bank accounts without having to sign into an online banking app. If an Account Holder would like support with their banking then they can invite a Trusted Person to view their bank transactions through Family Connect too.

As we are regulated by the FCA, we are able, with consent, to establish a link between an Account Holder, a Trusted Person, and their bank. The clever part is that the Trusted Person never needs to login into the Account Holder’s actual bank account – they view the last three months of transactions using Family Connect instead.

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.

      • 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.
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.

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.

Stay Informed

Register icon

Free to Register

Register in a few minutes. Have your email address and phone to hand.

No card icon

No Prepaid Card

No need for an expensive prepaid card. No more plastic clutter.

Futureproof icon

Future-proofed

Works with all UK banks and most accounts – supports the Open Banking standard.

Total control icon

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.

1

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.

2

View

Once the Trusted Person has accepted the invite, they then have view only access to the Account Holder’s bank transactions.

3

Pricing

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.

Account Holders

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 December 2024 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:

  • £2.95 per month to link to one person, or
  • £4.95 per month to link up to five.

Prices include VAT.

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

If you are a Trusted Person, you never pay any fees. 

A Trusted Person is someone who assists an Account Holder with their banking.

Payment

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.