Adding Relationships to UPMA Accounts | Scribe

    Adding Relationships to UPMA Accounts

    • Kade Nielsen |
    • 0 step |
    • 52 seconds
    NOTE: Any relationships you wish to add MUST first create their own UPMA account from [www.upma.org](http://www.upma.org). Funding the account is not required, it simply must exist in order to link to your account.
    Navigate to [https://upma.org/](https://upma.org/)
    Click "LOG IN"
    Enter the email address and password associated with your account
    Click "LOGIN"
    Click "My Profile"
    Locate and Click "RELATIONSHIPS"
    Click "EDIT RELATIONSHIPS"
    Enter the email address of the UPMA account you wish to add
    Select the Desired Relationship Type
    Click "ADD RELATIONSHIP"
    Here you have the ability to designate the allocation, should you only wish for the relationship to receive a certain limit
    If your relationship has special needs, or cannot manage their account themselves, you can select that here
    Once complete, click "SAVE CHANGES" then click "CLOSE"
    Repeat the steps as needed for each relationship you wish to add

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