Overview
Use Manage Beneficiaries to add or remove beneficiaries for eligible accounts. A beneficiary is a person you designate to inherit assets on the account. To access this flow, open Account Options and click Manage under Manage Beneficiaries.
Add a Beneficiary
Step 1 - Select an account
On the Manage Beneficiaries screen, click Add Beneficiary next to the account you want to update.
Step 2 - Enter beneficiary details
Complete all required fields on Add Beneficiary Information:- First Name
- Last Name
- Social Security Number (SSN)
- Date of Birth (DOB)
- Relationship
Step 3 - Confirm and submit
Review the summary on Confirm Beneficiary Information and click Confirm Beneficiary.Step 4 - Success
After submission, a success modal confirms the beneficiary was added.
Remove a Beneficiary
Step 1 - Locate the beneficiary
On the Manage Beneficiaries screen, expand the account and find the beneficiary card you want to remove.
Step 2 - Confirm removal
Click Remove on the beneficiary card. In the Remove Beneficiary modal, review the beneficiary details and click Remove Beneficiary.
Step 3 - Success
A success modal confirms the beneficiary was removed.