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.