How to Add a Beneficiary on Your Betterment Checking Account
Please follow the steps below to add a beneficiary on your Betterment checking account. If you don't have a Betterment account yet, click here to sign up and get up to $5000 in assets managed free.
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- Open the website on your desktop computer or laptop, then click Login.
- Now, login with your email and password.
- Once you're logged in, you will see several options on the left side menu. Click on Settings.
- Under settings, you will see several tabs. Click on Accounts.
- Then, you will see a button that says Add Beneficiary. Click on Add Beneficiary.
- A pop-up window will appear. Now, enter all the required information about your beneficiary.
- Lastly, click on Submit button.
- That's how you add a beneficiary on your Betterment checking account.
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