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Explore how this investment account can help you plan ahead for your children's future

UGMA Kids Investment Account

A kid's investment account lets you invest for your child while maintaining control until they come of age

What is a UGMA kids investment account?

What can a kids investment account do for my child?

How does a kids investment account compare to a 529 plan?

How much does a kids investment account cost?

How does a kids investment account grow?

Use your funds anytime—there are no fees for early use¹

Can I use money in my kids investment account before my child turns 18?

Looking to understand the tax benefits of a kids investment account? Start here.

What are the UGMA kids investment account tax benefits*?

What’s the difference between UGMA and UTMA?

Learn about who can open a kid's investment account

Can I open a kids investment account if I am not the parent?

No—while an investment account can certainly earn money (called “returns”), it doesn’t “earn interest” like a savings account.

Does a kids investment account earn interest?

Learn the basics of what a UGMA kid's investment account is

UGMA Kids Investment Account Basics

As little as 5 minutes and some basic info is all you need to get started

What info do I need to open a kids investment account?

Learn how to fund your kids investment account

How can I contribute to my kids investment account?

Understand the role of W&S Advisory Services in your kid’s investment account

Who is W&S Advisory Services and what is their role?

A trusted contact helps us reach you in an emergency—but can’t access your account

What's a trusted contact and how do I set one up?

Learn when the $20 June promo deposit is paid and what requirements your kids investment account must meet to qualify.

When will I receive my $20 June promo deposit for my kids investment account?

Details on how to open a kids investment account

Opening a UGMA Kids Investment Account

Details on how to open UGMA accounts for your children

Managing a UGMA Kids Investment Account

Can I add my partner or spouse to my child’s investment account?

Gifting is paused, but there are still ways to add funds

Is gifting available for my child’s investment account?

Learn when your child gains full control of their kids investment account

When can my child access their kids investment account?

Learn how your kids investment account works, including ownership, access, and gifting

Account access, ownership & sharing for kid’s investment accounts

You can easily change, pause, or cancel your recurring contribution at any time from your account dashboard.

How can I change, pause, or cancel recurring contributions for my kids investment account?

Here’s what to know and what you can do next

What should I do if my recurring contribution failed for my kids investment account?

Learn how to withdraw money from your kids investment account

How can I make a withdrawal from my kids investment account?

Looking to cancel a withdrawal? No problem. Read on to find out how.

How can I cancel a withdrawal from my kids investment account?

Learn what happens if your admin fee payment fails, how retries work, and how to update your payment method to restore contributions

What should I do if my admin fee fails?

Manage contributions, withdrawals, and fees for your kid’s investment account

Contributions, withdrawals, and fees for kids investment accounts

Learn how to update your or your child's name, address, DOB, or email for you kid's investment account

How can I edit my and/or my child’s information for my kid's investment account?

How often can I change my risk level for my kids investment account?

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

How do I change my payment information for my kids investment account?

Update your information, your child’s details, and account settings for your kid’s investment account

Change information for your kids investment account

View statements, trade confirmations, and tax documents for your kid’s investment account in just a few steps

How can I access statements, trade confirmations, and tax documents for my kid’s investment account?

Answers to common questions about tax forms for your child’s investment account, including what documents you may receive, when they’re sent, and how they’re used

UGMA Tax Documents: Frequently Asked Questions

Learn about statements, trade confirmations, and tax documents for your kid’s investment account

Statements & documents for your kids investment account

Here's how to close your child's UGMA investment account

How do I close my kids investment account?

Learn how to transfer your child’s investment account to another brokerage using ACAT, what information you’ll need, and what to expect during the process.

Transfer your child’s investment account to another brokerage (ACAT)

Learn how to close your kids investment account and what to expect during the process

Closing your kids investment account

Having trouble verifying your information for a kids investment account? Here are common fixes that can help

Help! I’m having trouble signing up for a kids investment account

Find out why you may be ineligible for a kids investment account and what you can do next

Help! I'm ineligible to open a kids investment account

Running into an issue getting started? These articles can help!

UGMA Kids Investment Account Troubleshooting

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