Sharing information with partners

A quarter of UK consumers hold current accounts with more than one bank, so when two people get together that can mean a lot of savings, credit, and joint accounts to keep track of.

Family Connect is an easy way to bring all your account information together with your partner’s in one place. You don’t share security details with each other – or us – it’s completely secure. You won’t be accessing each other’s accounts and can’t make or stop payments, you simply get a ‘view only’ look at their transactions thanks to ‘Open Banking’ rules introduced in 2017.

You can view all your transactions and balances side by side, making planning for the future much easier.

It takes just minutes to set up

To register you will need an email address and a UK mobile phone number.

In this scenario you will both be Account Holders and Trusted People, you’ll both need to invite each other to view your accounts.

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