How to name beneficiaries and fund a trust at Acorns
Covers 2 investment, 3 retirement, 2 deposit, and 1 insurance accounts — beneficiaries can be managed online
Acorns Customer Support
5300 California Avenue, Irvine, CA 92617
Acorns Customer Support
5300 California Avenue, Irvine, CA 92617
Acorns Customer Support (Death Claims)
5300 California Avenue, Irvine, CA 92617
Preparing your Acorns investment accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.
The transfer rules at Acorns vary across 8 investment accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
Beneficiary designation is not available for deposit accounts at Acorns.
Sources
Data sourced from Acorns primary sources (19 pages reviewed). How we research.
Download these Acorns instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Acorns primary sources. Bring it to the branch or keep it beside the phone.
Acorns Customer Support
5300 California Avenue, Irvine, CA 92617
Acorns Customer Support
5300 California Avenue, Irvine, CA 92617
Acorns Customer Support (Death Claims)
5300 California Avenue, Irvine, CA 92617
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