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How to Add a Beneficiary on Your Betterment Checking Account

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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