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How do I set up a beneficiary?

Updated this week

Domestic accounts

Beneficiaries can be added using 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.

IRA accounts

  1. Log in to your Firstrade account on the web

  2. Go to Accounts → Profile.

  3. 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.

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