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How do I designate a beneficiary for my account?

To designate a beneficiary for your retirement account, login to our website at M1finance.com, click on your name in the top right corner, and go to Settings, and then Beneficiaries. You can designate one or multiple beneficiaries for your individual retirement account.

To designate a beneficiary for a taxable investment account, or if you have other questions about beneficiaries, please contact support@m1finance.com.

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