How do I create a minor account?

Minor accounts are for children under 18 years old and 1 or 2 adults act as their trustee/s.

Hover the cursor on the ‘Clients’ tab and click ‘New client account’. Select Individual or Joint, depending on the number of adults acting as trustee/s.

Proceed to enter the trustee/s details.

At the ‘Minor’ section, select ‘Yes’ and enter the child’s details.