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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.
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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
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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
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