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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?

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 kid’s investment account

When can my child access their kid’s investment account?

Learn how your kid’s 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 kid’s investment account?

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

What should I do if my recurring contribution failed for my kid's investment account?

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

How can I make a withdrawal from my kid's investment account?

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

How can I cancel a withdrawal from my kid's 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 kid’s 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 kid’s 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 kid’s investment account?

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

Change information for your kid’s 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 kid’s investment account

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

How do I close my kid's 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 kid's investment account and what to expect during the process

Closing your kid’s investment account

Find answers and get help from Intercom Support and Community Experts

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