Linked accounts

Helpful articles to reference when using our linked accounts feature

Frequently asked questions

The linked accounts feature allows you to link to accounts of other Bestinvest clients, such as a spouse or other family members, making it easier for you to look after your combined investments.

Important: you should check you know the person making the request.

To approve or reject their request follow these steps:

  • Go to the profile section of your account and click on ‘Linked accounts’
  • Under the ‘Others who can see my account’ section you’ll see the name of the person and a ‘Pending approval’ status. Click ‘Authorise’ or ‘Reject’
  • Go to the profile section of your account and click on ‘Linked accounts’
  • Under the ‘Others who can see my account’ section you’ll see the name of the person and a ‘Pending approval’ status
  • Click ‘Reject’ to remove access

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