How do I add a beneficiary?

To add a beneficiary to your retirement account:  

  1. Login to your account 
  2. Click on your name in the top right corner 
  3. Click “Settings” 
  4. Click “Beneficiaries” 

Then, you can designate one or multiple beneficiaries for your individual retirement account. 

To add a beneficiary to a taxable account, you’ll have to complete the transfer on death (TOD) form and send it to our accounts team.

 

If you have other questions about beneficiaries, please contact our Client Success team.

  

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