Yes, you may add beneficiaries to your account as long as you have active investments on the platform. This allows for a smooth transfer of your investments when necessary. You can designate both primary and contingent beneficiaries in the User Profile section of your account.
NOTE: Beneficiaries can only be assigned to active investments and apply to your entire Willow Wealth account. We are unable to assign different beneficiaries to separate investor accounts within your Willow Wealth account.