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 “MY 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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