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How to Add a Beneficiary on Your Betterment Checking Account
Please follow the steps below to add a beneficiary on your
Betterment
checking account.
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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