Beneficiaries can be added for IRA and Roth IRA accounts for both Auto and Active accounts.
Beneficiaries can be added by logging into that specific Invest account, then click on the "More" button and then scroll down to "Beneficiary" and click on "Manage Beneficiaries".
For all other Non-IRA accounts for both Active & Automated, you can designate "Transfer on Death" beneficiaries for these accounts 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.
Please Note: We cannot accommodate Trusts or non-U.S. Citizens as beneficiaries at this time.