Accessing Your Documents
Step 1
Update UNest App
First, make sure that you have the most up to date version of the app downloaded. This can be accomplished through the iOS App / Google Play store.
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Step 1
Step 2
Log into the App
Log into your account. Note: If you have closed your account, your documents will still be available for you upon login (as is required by law).
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Step 2
Step 3
Open Child's Dashboard
Open the home screen of the app and select the respective child’s account.
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Step 3
Step 4
Open Child's Settings
Select “…” in the top right corner of the Child’s dashboard to open the child’s settings menu. From here, select “documents”.
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Step 4
Step 5
Select Document Type
From here you will be able to access Account Statements, Confirmations, and Tax Documents associated with your child’s account.
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Step 5