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
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