Linked accounts

The linked accounts feature allows you to link to accounts of other Bestinvest clients, such as a spouse or other family members, making it easier for you to look after your combined investments.

Before you start you’ll need to know the Client number of the person whose account you want to view.

Linking accounts with another Bestinvest client is quick and secure:

• Go to the profile section of your account and click on ‘Linked accounts’
• Enter the Client number of the person you want to link accounts with and click ‘Send request’
• We’ll then send an email to the person you’ve requested to link accounts asking them to approve or reject the request

If your request is approved:

• You’ll get an email from us letting you know that your request has been approved
• When you next log in to your account (Profile > Linked accounts), you’ll see the name of the person you linked with under the heading ‘Accounts I can view’

If your request is rejected:

• You’ll get an email from us letting you know that your request has been rejected
• You can make another request by following the same steps as before

Important: you should check you know the person making the request.

To approve or reject their request follow these steps:

• Go to the profile section of your account and click on ‘Linked accounts’
• Under the ‘Others who can see my account’ section you’ll see the name of the person and a ‘Pending approval’ status. Click ‘Authorise’ or ‘Reject’

• Go to the profile section of your account and click on ‘Linked accounts’
• Under the ‘Others who can see my account’ section you’ll see the name of the person and a ‘Pending approval’ status
• Click ‘Reject’ to remove access