@Betterment how do I add my wife to my betterment account?
Hi JJ - To add your wife as a beneficiary, just log in from a web browser and go to Settings > Accounts > Beneficiaries. If you wanted to open a joint account with her, you would just need to hit +Add New from the website or +Add goal/account from the mobile app.
-
-
Is there a way of adding her to an existing goal?
-
You would first have to open an identical goal in a joint account and then our team could manually transfer the securities from your personal to your joint account. You can email support@betterment.com for detailed instructions on how to get started.
Einde van gesprek
Nieuw gesprek -
Het laden lijkt wat langer te duren.
Twitter is mogelijk overbelast of ondervindt een tijdelijke onderbreking. Probeer het opnieuw of bekijk de Twitter-status voor meer informatie.