Adding Relationships to UPMA Accounts | Scribe

    Adding Relationships to UPMA Accounts

    • Kade Nielsen |
    • 13 steps |
    • 52 seconds
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    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.
    1
    Navigate to [https://upma.org/](https://upma.org/)
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    Click "LOG IN"
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    Enter the email address and password associated with your account
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    Click "LOGIN"
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    Click "My Profile"
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    Locate and Click "RELATIONSHIPS"
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    Click "EDIT RELATIONSHIPS"
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    Enter the email address of the UPMA account you wish to add
    9
    Select the Desired Relationship Type
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    Click "ADD RELATIONSHIP"
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    Here you have the ability to designate the allocation, should you only wish for the relationship to receive a certain limit
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    If your relationship has special needs, or cannot manage their account themselves, you can select that here
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    Once complete, click "SAVE CHANGES" then click "CLOSE"
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    Repeat the steps as needed for each relationship you wish to add