Estate planning at MoneyLion
How to protect 5 MoneyLion accounts — file death claims
Brand change
Acquired by Gen Digital Inc. (NASDAQ: GEN) on April 17, 2025 for approximately $1 billion at $82.00 per share in cash; MoneyLion stock (NYSE: ML) was delisted and the MoneyLion investor relations site now resolves to gendigital.com. MoneyLion continues to operate under its own brand as a Gen Digital subsidiary. Instacash, Credit Builder Plus, Managed Investing, and the deposit account (rebranded from RoarMoney to MoneyLion Spend on the consumer site) all remain active. No successor institution record — Gen Digital is a parent, not a rebrand. Effective April 2025.
The procedures below reflect MoneyLion's accounts. Account servicing may transfer as the change takes effect.
MoneyLion Customer Care
MoneyLion Customer Service, P.O. Box 1547, Sandy, UT 84091 (address published in the RoarMoney Demand Deposit Account Agreement)
MoneyLion Customer Care
MoneyLion Customer Service, P.O. Box 1547, Sandy, UT 84091 (address published in the RoarMoney Demand Deposit Account Agreement)
Customer Care (no dedicated estate or bereavement team; deceased-accountholder matters are handled by general support)
MoneyLion Customer Service, P.O. Box 1547, Sandy, UT 84091
MoneyLion has 5 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.
Beneficiary management at MoneyLion is handled through direct contact.
There are two sides to estate planning at MoneyLion: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to review 5 account types at MoneyLion.
View details →When someone dies
Death claim process
5-step process, 5 required documents, and contact information for survivors.
View details →Frequently asked questions
Yes. Gen Digital Inc. (NASDAQ: GEN), the Norton and LifeLock company, completed its acquisition of MoneyLion on April 17, 2025 for approximately $1 billion at $82.00 per share in cash. MoneyLion stock (NYSE: ML) was delisted, and the old MoneyLion investor relations site now resolves to gendigital.com. The consumer business continues under the MoneyLion brand as a Gen Digital subsidiary: Instacash, Credit Builder Plus, Managed Investing, and the deposit account are all still live. One naming change matters when an executor is reading statements and the app: the deposit account is marketed on the website as "MoneyLion Spend," while the account agreement and the older paperwork still call it "RoarMoney." They are the same account, issued by Pathward, N.A.
Sources
- moneylion.com
- help.moneylion.com
- investor.gendigital.com
- mldocs.moneylion.com
- moneylion.nyc3.cdn.digitaloceanspaces.com
- network.moneylion.com
- pathward.com
Data sourced from MoneyLion primary sources (15 pages reviewed). How we research.
MoneyLion Customer Care
MoneyLion Customer Service, P.O. Box 1547, Sandy, UT 84091 (address published in the RoarMoney Demand Deposit Account Agreement)
MoneyLion Customer Care
MoneyLion Customer Service, P.O. Box 1547, Sandy, UT 84091 (address published in the RoarMoney Demand Deposit Account Agreement)
Customer Care (no dedicated estate or bereavement team; deceased-accountholder matters are handled by general support)
MoneyLion Customer Service, P.O. Box 1547, Sandy, UT 84091
Estate planning articles
Learn how to protect your MoneyLion accounts and other assets with trusts, beneficiary designations, and estate planning documents.
