Beneficiaries can be added to Traditional, Roth, and SEP IRA accounts for both Auto and Active accounts.
- Login to your SoFi IRA Invest account
- Select the gear icon and then click on “Beneficiary”
- Select “Add Beneficiaries”
For all other non-IRA Active & Automated accounts, you can designate "Transfer on Death" beneficiaries by requesting a form from an Investment Specialist. You can reach out to one of our Investment Specialists by calling 855-525-7634 or chat online.
Note: We cannot accommodate trusts, minors, or non-U.S. citizens as beneficiaries at this time.