Checking & Savings accounts
While we cannot currently designate a beneficiary for your Checking & Savings 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:
- Sign In to your account on our website
- Click "Settings" on the lefthand side of the page
- Scroll to Account Preferences, then click "Trusted Contacts."
- Click "Add Trusted Contact"
Investments
Choose your account type below to add or update a beneficiary.
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