Helpful articles to reference when using our linked accounts feature
What are linked accounts?
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.
How do I link my account(s) to another Bestinvest client?
Before you start you’ll need to know the Client number of the person whose account you want to view.
Linking accounts with another Bestinvest client is quick and secure:
If your request is approved:
If your request is rejected:
What do I do if I receive a request to link accounts?
Important: you should check you know the person making the request.
To approve or reject their request follow these steps:
How do I remove access to someone who has linked their account to mine?
If you can't find the answer to your question, get in touch or we'll be happy to call you.