Updated
How do I add or change a beneficiary to my Wealthfront accounts?
You can update your beneficiary information anytime in the mobile app or on our website.
In the mobile app:
- Tap on the person icon
- Tap on Accounts
- Select the name of the account you wish to designate a beneficiary for
- Scroll down to Primary Beneficiaries and Contingent Beneficiaries to make any changes
On the website:
- Log in at www.wealthfront.com
- Click on your name at the top right of your dashboard, then select Settings
- Select the name of the account you wish to designate a beneficiary for under "MY ACCOUNTS"
- Scroll down to Primary Beneficiaries and Contingent Beneficiaries to make any changes
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