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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 today

After logging in, go to "My Account" and click into the UGMA account. Click the three dots on the top right to open a menu panel and choose "Update payment info". You'll then be able to link a new bank account for payments. If you have multiple accounts, the change will be applied to all of them once you make the update.

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