Thanks for looking into this. We send a notice to Acorns Early Invest custodians as the account’s beneficiaries approach their legal age of transfer.
When they reach that age, they will be able to assume ownership of the funds in the Acorns Early Invest account.
How to transfer funds to my Acorns Early Invest beneficiary:
- Complete this form to help us begin the process
- Have your beneficiary open their new Acorns Invest account
- Next, they need to contact our support team for help completing the process
- Lastly, you can transfer the Acorns Early Invest funds to their new Acorns Invest account
Remember, investing is a marathon, not a sprint. You’ve given the child in your life an exciting foundation, and we’re committed to helping you all grow your oak!
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