Child Transfer Between Families
Move a child and their accounts to a different family — useful for shared custody or reorganization.
1
Initiate a Transfer
On a child's detail page, click the Transfer button. Enter the email address of the parent in the destination family. A transfer request is sent with a time-limited link.
2
Accept an Incoming Transfer
The receiving parent gets a notification with a link. They can review the child's details and accounts being transferred, then accept into their family or decline with an optional reason.
3
Cancel a Pending Transfer
Changed your mind? Go back to the child's detail page and click the Transfer button — you'll see the pending transfer with an option to cancel it before the other family responds.