Managing your family's investments with linked accounts
Linked accounts is a time-saving feature that allows you to view and manage your family's Hargreaves Lansdown accounts using a single set of login details.
Once set up, each time you log in to your account you will be able to easily switch between family members' accounts. With linked accounts, managing your family's ISAs, pensions, funds and shares has never been easier.
Benefits of using linked accounts
- Switch between your other family members' accounts in an instant
- Easily stay up to date with the performance of holdings
- View statements, valuations and tax certificates
- Check the amount contributed in the tax year
You can cancel access to your account at any time by calling us on 0117 980 9953.
Linking to other accounts
When you link an account to your own, the account holder will decide whether you have view-only access or can trade on their behalf. You will have access to that account but it will not automatically have access to your account.
Once you have linked accounts you will have access to many of the same tools and information as you would with your own account. Please note that is not possible to carry out all account functions through the linked accounts facility. The account holder would need to be logged in to their own account directly for certain actions, for example contributing to an ISA, amending personal details, and requesting withdrawals.
Not a Hargreaves Lansdown client yet? Find out how to open an account online now.