It is possible to transfer credit balances between siblings using the following steps:


  1. Go to one of the two children's accounts
  2. Click Add Payment
  3. Select "Credit" as the payment method
  4. In the amount box for the child you are taking the funds from you will enter a negative amount (e.g. -100.00)
  5. In the amount box for the child receiving the funds you will enter the same number without the negative (e.g. 100.00)
  6. Click Add
  7. On the next screen we recommend adding notes indicating why you are moving the funds


Note that when you transfer balances in this way, the tax receipt at the end of the year will reflect which child the payment was originally made for.