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How do I add or change a beneficiary to my Wealthfront accounts?

You can update your beneficiary information anytime through our website. Here’s how:

  • Login to your Wealthfront account(s)
  • Click your name at the top right corner of your Dashboard
  • Click on Settings
  • Click on your account under the “Investment Accounts” section on the left hand side of the Settings page
  • Scroll down to the “Beneficiaries” section and you’ll be able to add/edit beneficiaries

Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at www.wealthfront.com. All securities involve risk and may result in some loss. For more information please visit www.wealthfront.com or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.

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