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
Wealthfront prepared this article for informational purposes and not as an offer, recommendation, or solicitation to buy or sell any security. Wealthfront and its affiliates may rely on information from various sources we believe to be reliable (including clients and other third parties), but cannot guarantee its accuracy or completeness. See our Full Disclosure for more important information.
Wealthfront and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisor. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.