How can I confirm my account beneficiary?

CONFIRM ACCOUNT BENEFICIARY

  1. Log into Client Portal
  2. Select the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Under Account Settings find the Account Configuration section
  1. Click Account Inheritance
  2. You will find a list of your beneficiary or beneficiaries if your account is eligible to have a beneficiary.

Please Note

  • Only US-based Individual accounts, Joint accounts that are Tenants with Rights of Survivorship or Tenants by Entirety, and Individual IRA Account Users with a single account or multiple linked accounts are eligible for beneficiary registration.

Additional Information

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