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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?

Where can I find my child's gifting link?

When can my child legally access their account?

Understand how custodial ownership works, when your child gains control of the account, and how others can contribute or access gifting features

Account access, ownership & sharing

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

How can I change, pause, or cancel my recurring contribution amount?

Learn how to withdraw money from your kid's investment account

How can I make a withdrawal?

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

How can I cancel a withdrawal?

Manage how money moves in and out of your child’s account

Contributions, withdrawals, and fees

How can I edit my and/or my child’s information?

How often can I change my risk appetite?

Read on to learn how to update your linked bank account for UGMA

How do I change my payment info?

Update your personal information, your child’s details, risk preferences, and payment methods

Change account info

How can I access my account statements, trade confirmations, and tax documents?

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 account statements, trade confirmations, and tax documents associated with your child’s investment account

Statements & documents

How do I close my child's account?

Learn how to close your child’s investment account and what to expect during the process

Closing the account

Find answers and get help from Intercom Support and Community Experts

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