Estate planning at NinjaTrader
How to protect 5 NinjaTrader accounts — manage beneficiaries online, fund a trust online, and file death claims
NinjaTrader Support
NinjaTrader Group, LLC, 222 N LaSalle Street, Suite 400, Chicago, IL 60601
NinjaTrader Support
NinjaTrader Group, LLC, 222 N LaSalle Street, Suite 400, Chicago, IL 60601
NinjaTrader Support (no dedicated estate or claims department is published)
NinjaTrader Group, LLC, 222 N LaSalle Street, Suite 400, Chicago, IL 60601
How your NinjaTrader investment accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 1 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.
Account holders can update their beneficiary designations at NinjaTrader online and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
There are two sides to estate planning at NinjaTrader: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust online, and review 5 account types at NinjaTrader.
View details →When someone dies
Death claim process
6-step process, 5 required documents, and contact information for survivors.
View details →Frequently asked questions
Yes, but not by retitling the one you have. NinjaTrader treats a trust account as a Business Entity account — the trust type, in its words, "allows the owner to give fiduciary control of the account to one or more trustees for the benefit of their estate or beneficiaries" — and account types cannot be converted after opening. You register a new username with a different email address, apply as a Business Entity, select Trust, and move the balance over once the new account is approved. Plan for two entity-style requirements that surprise revocable-trust grantors: NinjaTrader's business-entity document requests are built around verification of the entity's EIN (IRS Notice CP 575 or IRS Letter 147C), and funds for a business-entity account must come from a bank account in the entity's name, not from a personal account.
Sources
Data sourced from NinjaTrader primary sources (15 pages reviewed). How we research.
NinjaTrader Support
NinjaTrader Group, LLC, 222 N LaSalle Street, Suite 400, Chicago, IL 60601
NinjaTrader Support
NinjaTrader Group, LLC, 222 N LaSalle Street, Suite 400, Chicago, IL 60601
NinjaTrader Support (no dedicated estate or claims department is published)
NinjaTrader Group, LLC, 222 N LaSalle Street, Suite 400, Chicago, IL 60601
Estate planning articles
Learn how to protect your NinjaTrader accounts and other assets with trusts, beneficiary designations, and estate planning documents.
