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How do I change my payment information for my kid’s investment account?

Update your linked payment information for contributions and payments for your kid’s investment account

Written by Glenda
Updated over 2 weeks ago

You can update your payment methods directly from your account.

  • Contributions are made using a linked bank account

  • Fees are charged to your debit or credit card


How to update your payment information

  1. Log in and go to My Account

  2. Select your kid’s investment account

  3. Click the three dots in the top right

  4. Select Update payment info

  5. Follow the prompts to update your bank account and/or card


What to expect

  • Updates to your bank account will apply to contributions

  • Updates to your card will apply to account fees

  • If you have multiple accounts, your updated payment information will apply across them

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