If you have a regular domestic brokerage account, you can set up your beneficiary by filling out the Transfer On Death form. Please complete and return the form to us via Secure Document Upload. To check your current beneficiaries on file, please contact us by phone.
If you have an IRA account with us and you would like to add or update your beneficiaries:
Log in to your Firstrade account on the web
Go to Accounts → Profile.
Click on the tab Beneficiaries.
If you have previously set up beneficiaries for your accounts via paper form, please give us a call to check your current beneficiaries on file.
Please note: International accounts are not able to file a beneficiary form or add beneficiaries.