天美棋牌

Designate or update a beneficiary on your individual investment account

Designate or update one or more beneficiaries to inherit the assets from your individual investment account (such as a brokerage or retirement account). It鈥檚 easy to do with your mobile device or online account, and you can change them at any time. Click here to learn more about beneficiaries for your J.P. Morgan Wealth Management accounts.

1. Sign in to your 天美棋牌 Mobile^庐 app or chase.com
2. Tap the 鈥淧rofile & Settings鈥� icon
3. Choose 鈥淪ettings鈥� and tap 鈥淚nvestments鈥�; on a desktop device, you鈥檒l find the 鈥淚nvestments鈥� tab on the left
4. Choose 鈥淏eneficiaries鈥�
5. Choose the account you want to update
6. To add a new beneficiary, tap 鈥淎dd beneficiaries鈥�
7. Fill out the required fields and tap 鈥淣ext鈥�
8. Confirm the beneficiary address format and tap 鈥淪ave鈥�
9. If you designate more than one beneficiary, make sure the overall Percentage (%) adds up to 100%; tap 鈥淣ext鈥�
10. Tap 鈥淣ext鈥� if everything looks good; tap the back arrow to make any changes
11. Read the disclosures, check the box to agree to the terms and conditions, then tap 鈥淣ext鈥�
12. Review the beneficiary information and tap 鈥淐onfirm鈥�, then tap close
13. We'll send a confirmation to your primary email address on file; you鈥檒l receive an annual reminder to review your beneficiary information and ensure it is up-to-date