You can designate a beneficiary for all of your investment accounts to ensure quick and easy access to your savings. If these aren’t updated for your current situation and something happens to you, your assets could take months or even years to pass to your beneficiaries through probate courts, even if your will is up to date.
You can change the beneficiary of your Farther accounts by:
- Navigating to the settings menu on the top left of your mobile app or webapp dashboard
- Select “Beneficiaries” from the menu
- Enter your beneficiary's information
- Click submit