How do I set up a beneficiary?

If you have a regular brokerage account, you can set up your beneficiary by filling out the Transfer On Death form.

If you have an IRA account with us and you would like to add or update your beneficiaries, please fill out the IRA Beneficiary Designation 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 send us an email.

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