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How do I link accounts online?

To link an account online (which will allow the other individual to see your accounts) you will need to log in to your online account or go back to your account summary. From here select ‘Profiles’ from the top of the page and then 'Linked accounts'.

The other person you have linked to will see your accounts on their linked account information and can set up a link for you to see their accounts by taking the same action.