Am I able to add a beneficiary?

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Spend & Save

While we cannot currently designate a beneficiary for your Spend & Save account, you can add a trusted contact. A Trusted Contact is the person we will contact in the event you are unreachable when action must be taken on your account. This contact is not a beneficiary and thus will not inherit the assets of the account in the event of your death.

You can read more about Trusted Contacts here.

To add a Trusted Contact, please login to your account on our website, click "Settings" on the lefthand side of the page, then click "Trusted Contacts."

 

Investments

Choose your account type below to add or update a beneficiary.

Individual Accounts

IRA's

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