Adding beneficiaries is an important step to ensuring a smooth transition of assets in the event of your death.
Before You Get Started
Here is a list of things you will need in order to add a beneficiary:
- Your betterment.com login information
- Each beneficiary's full name and birthdate
Adding or Editing Beneficiaries Yourself on Betterment
Login to your Betterment account here.
On your account dashboard, select "Settings" in the bottom left, under the section "Your Account".
Be each account, select "Add beneficiaries". You can add both primary and contingent beneficiaries by listing the beneficiary's full name, relationship to you, and birthdate.
It's as simple as that! If you have any questions, please reach out to our team. We are here to help.
If your account is currently held at Charles Schwab, click here to learn how to add a beneficiary to your account through Schwab Alliance.