Accessing Your Documents
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.
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).
Open Child's Dashboard
Open the home screen of the app and select the respective child’s account.
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”.
Select Document Type
From here you will be able to access Account Statements, Confirmations, and Tax Documents associated with your child’s account.