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 send us an email.

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.
Please note, ESA accounts must fill out the IRA Beneficiary Designation Form and beneficiary information would not be available online. To check your current beneficiaries on file, please send us an email. Once you fill out the form, please return the form to us via Secure Document Upload.
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