Estate planning at eToro
How to protect 3 eToro accounts — file death claims
eToro US Customer Service Center (chatbot, live chat, and tickets — no phone line published)
eToro US Customer Service Center (chatbot, live chat, and tickets — no phone line published)
Customer Service Center ticket ("Account Details" > "Account Details - other") — eToro has no estates department and publishes no claims phone line
eToro has 3 investment accounts, each with different rules for what happens when the account holder dies. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
eToro has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to review 3 account types at eToro.
View details →When someone dies
Death claim process
5-step process, 5 required documents, and contact information for survivors.
View details →Frequently asked questions
No. eToro USA does not open trust accounts, so an existing account cannot be retitled into your revocable trust and a successor trustee cannot take it over. A trust can still receive the money after the fact — the executor settles the eToro account through the estate, the balance is paid to the estate, and the estate then distributes it under the will (including a pour-over into the trust). Nothing about the eToro account itself moves to the trust.
Sources
Data sourced from eToro primary sources (18 pages reviewed). How we research.
eToro US Customer Service Center (chatbot, live chat, and tickets — no phone line published)
eToro US Customer Service Center (chatbot, live chat, and tickets — no phone line published)
Customer Service Center ticket ("Account Details" > "Account Details - other") — eToro has no estates department and publishes no claims phone line
Estate planning articles
Learn how to protect your eToro accounts and other assets with trusts, beneficiary designations, and estate planning documents.
