Can I add a beneficiary to my account?

Adding a beneficiary to your Acorns Invest account

Adding a beneficiary to your Acorns Later account

Your Acorns Early Invest account

Adding a beneficiary to your Avibra life insurance

How to change or confirm your beneficiaries

Absolutely! Adding a beneficiary to some of your Acorns Invest accounts is a great way to help protect your financial legacy. 

What is a beneficiary?

A beneficiary is the recipient designated to receive your eligible assets in case something happens to you. Naming a beneficiary for your accounts can help reduce stress and confusion for your loved ones during a difficult time. 

Heads up: 

• It’s not possible to add a beneficiary to your Acorns checking account, Emergency Fund, or Acorns Early account. 
• Beneficiaries must be at least 18 years old
• Your beneficiary(ies) should not be viewable in your Acorns app. If you need to update the information, please contact support.

How to add a beneficiary to your Acorns Invest account

1. Download and fill out this form
2. Upload the documents using our secure document uploader
3. Contact us to let us know you've uploaded the form

How to add a beneficiary to your Acorns Later account

1. Log into your Acorns app
2. Tap "Later"
3. Tap "Beneficiary"
4. Enter the information for the person you'd like to designate as your beneficiary 

Your Acorns Early Invest account

The child associated with your Acorns Early Invest account is automatically the beneficiary of the account, since it was established on their behalf. Here's how to view your Acorns Early Invest account beneficiary's information.

 

Adding a beneficiary to your Avibra life insurance

1. Log in to your Acorns app
2. From your home screen, tap the profile icon in the top left corner
3. Tap "Benefits"
4. Under "Estate planning," select the life insurance option
5. Tap "Manage plan"
6. Select "Beneficiary Management"

Contact Avibra directly if you need additional help managing your beneficiaries. You can reach them at [e-mail] or [phone]. For general information on the Avibra life insurance benefit, go here.

Please let your beneficiary know about the existence of your Acorns account, so they can reach out to us should the unthinkable happen.

If you're interested in adding multiple beneficiaries, please fill out multiple forms (one for each person). When you contact us after you’ve uploaded the forms, let us know the percentage you’re distributing to each beneficiary.

 

How to change or confirm your beneficiaries

It's important to keep your beneficiary designations up to date, because they may override what's indicated in a will. 

If you're looking to change or confirm any of your beneficiaries, please contact us and we'll be happy to help.

Thank you for thinking about your long-term financial legacy, and how it can benefit your loved ones. 

We’re committed to helping you all grow your oak.