How can I add a beneficiary to my account?

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How can I add a beneficiary to my account?

How can I add a beneficiary to my account?

Unfortunately, with the laws and regulations regarding investment inheritance being so complex, we do not have the option to add a beneficiary to your account at this time. To make sure that your investment ownership transfers to whomever you wish, please contact your trust/custodian/family lawyer to make sure that this is reflected in your will and testament.

One option that you do have is to add a user to your account. They would be given access to your account, allowing account maintenance updates but not investments or withdrawals (those will always require your authorization). A user must be 18 years old, and you will need a name and an email address for each user added

To add a user, please visit this link.

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