Estate planning and settlement at MoneyLion
Report a death at 1-844-224-0087
MoneyLion has changed ownershipAcquired, effective April 2025
Acquired by Gen Digital Inc. (NASDAQ: GEN) on April 17, 2025 for $82.00 per share in cash, a transaction value of approximately $1 billion, plus one contingent value right per share. MoneyLion stock (NYSE: ML) was delisted and investors.moneylion.com now resolves to gendigital.com. The close date is confirmed by Gen's own April 17, 2025 investor release and, independently, by ML Wealth LLC's Form ADV Part 2A dated March 30, 2026, which states that "On April 17, 2025, with the closing of Transaction, Gen Digital became the direct owner of 100% of the equity of MoneyLion." MoneyLion continues to operate under its own brand as a Gen Digital subsidiary: Instacash, Credit Builder Plus, MoneyLion Split, MoneyLion Crypto, Managed and Active Investing, and the deposit account (marketed as MoneyLion Spend, still RoarMoney in the agreement) all remain active, and Gen has begun bundling its own LifeLock identity protection into MoneyLion memberships. No successor institution record — Gen Digital is a parent, not a rebrand.
MoneyLion has 7 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.
Beneficiaries and trust funding
How to review 7 account types at MoneyLion.
Preparing your estate →Death claim process
Report the death to MoneyLion's Customer Care at 1-844-224-0087. The page lists the steps and the documents to send.
When someone dies →Email inquiries can be sent to wealthsupport@moneylion.com.
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Data sourced from MoneyLion primary sources (21 pages reviewed). How we research.
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