LINK INDIVIDUAL ISA to ISA FAMILY ACCOUNT
To link an individual ISA to your ISA Family Account, you must initiate this from the individual ISA account.
Use the button above to link your individual ISA to your ISA Family Account or follow the below procedure:
- Log in to Client Portal.
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
- Under Account Settings find the Account Configuration section.
- Click Manage Account Linking
- The Create, Link or Partition an Account page opens.
- Select the radio button for Link and follow the steps to complete the process.