All Collections
UGMA Kid's Investment Account
Explore how this investment account can help you plan ahead for your children's future
What is a UGMA kid’s investment account?
What is the difference between a UGMA and a 529 account?
What can the money in this account be used for?
What are the UGMA tax benefits*?
When can my child legally access their account?
What’s the difference between UGMA and UTMA?
What's a trusted contact and how do I set one up?
How do I close my child's account?
How often can I change my risk appetite?
How do I change my payment info?
How can I edit my and/or my child’s information?
How can I edit my recurring contribution amount?
How can I access my account statements, trade confirmations, and tax documents?
How can I make a withdrawal?
How can I cancel a withdrawal?
Where can I find my child's gifting link?