How do I add a beneficiary?

To add a beneficiary to your retirement account:  

  1. Navigate to your account settings

  2. Select “Beneficiaries”

Then, you can designate one or multiple beneficiaries for your Individual Retirement Account. 

At this time, you can only add a beneficiary to your retirement account on Web.  

 

To add a beneficiary to a taxable M1 Invest Account: 

Complete the transfer on death (TOD) form and send it to our accounts team. 

If you are looking to add a beneficiary to your Individual Brokerage Account:

If you are looking to add a beneficiary to any other account type:

If you have other questions about beneficiaries, please contact us.

 

20231201-3261899-10356388

  

M1 disclosures here.

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