Adding a beneficiary to IRA Accounts
To add a beneficiary to an IRA account, navigate to the 'Settings' tab and click 'Beneficiaries' on your Wealthsimple profile.
Fill out the fields to designate a beneficiary. You can add multiple beneficiaries by clicking the 'Add another beneficiary' button.
Adding a beneficiary to non IRA Accounts
To add a beneficiary (Transfer on Death) to your cash accounts (Personal, Joint, Smart Savings), simply fill out the beneficiary form attached to the bottom of this article for each account:
When filling the forms, you can find your account numbers in the My Documents section of our website. They are listed on the right panel beside each of your account agreements as well as on each of your trade confirmations, monthly statements, and Investor Policy Statement.
Please upload your completed form to your account using this secure link. This secure link uploads your document to the Shared Documents section of your profile. We prefer to receive the document this way rather than by email. Once you have uploaded the document, please write to us at firstname.lastname@example.org to confirm that your TOD has been uploaded. We will then action your request within a few business days.