Add a Beneficiary to Your Webull Account

This article will give you short and easy-to-follow instructions on how you can add a beneficiary to your Webull brokerage account.

Open the Webull app on your iPhone.
Once the app is opened, tap on the Webull logo icon at the bottom of the screen.
Once you tap on the Webull logo icon, enter your trading password.
Once you enter your trading password, tap on More.
Under Account screen, you will see an icon which says Beneficiary.
Tap on Beneficiary.
On the screen, tap on Add A Beneficiary.
On the next screen, tap on Add A Primary Beneficiary, and then enter the required details of your primary beneficiary.
If you want to add another beneficiary, tap on Add Another Primary Beneficiary to enter the details of your other beneficiary. You can allot specific percentages for each of them.
If you want to add a contingent beneficiary, you can do so by tapping on Add A Contingent Beneficiary to enter the required details.
Once you have entered all the necessary details, tap on Submit.

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​Add a Beneficiary to Your Webull Account