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Can I add beneficiaries to my account?

Account setup

Robert W avatar
Written by Robert W
Updated over a week ago

Yes, you can add beneficiaries to your account if you have active investments on the platform. This ensures a seamless transfer of your investments if needed. You can designate both primary and contingent beneficiaries in the User Profile section of your account.

Please note: beneficiaries can only be assigned to active investments.

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