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​Add a Beneficiary to Your Webull Account

​​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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