How do I set up a beneficiary?

If you have a regular domestic brokerage account, you can set up your beneficiary by filling out the Transfer On Death form. Once you fill out the form, please return the form to us via Secure Document Upload. To check your current beneficiaries on file, please contact us by phone.

If you have an IRA account with us and you would like to add or update your beneficiaries, please

  1. Log in to your Firstrade account on the web
  2. Go to Accounts > Profile.
  3. Click on the tab Beneficiaries.

If you have previously set up beneficiaries for your accounts via paper form, please give us a call to check your current beneficiaries on file.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.