How to name beneficiaries and fund a trust at NinjaTrader
Covers 6 investment, and 1 retirement accounts — beneficiaries can be updated by phone
Phone1-800-496-1683
Fax1-312-329-9888
Mailing Address
NinjaTrader Clearing, LLC, 222 North LaSalle Street, Suite 400, Chicago, IL 60601
Trade Desk (24-hour emergencies)
Sales / New Accounts
General Support
WebsiteLearn more→
Phone1-800-496-1683
Fax1-312-329-9888
Mailing Address
NinjaTrader Clearing, LLC, 222 North LaSalle Street, Suite 400, Chicago, IL 60601
Trade Desk (24-hour emergencies)
Sales / New Accounts
General Support
WebsiteLearn more→
Customer Support (Death Claims)
Phone1-800-496-1683
Fax1-312-329-9888
Mailing Address
NinjaTrader Clearing, LLC, 222 North LaSalle Street, Suite 400, Chicago, IL 60601
Trade Desk (24-hour emergencies)
Verified May 2026
Preparing your NinjaTrader 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 NinjaTrader vary across 7 investment accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
NinjaTrader Trust Futures AccountNinjaTrader Individual Futures AccountNinjaTrader Joint Futures AccountNinjaTrader Corporate Futures AccountNinjaTrader LLC Futures AccountNinjaTrader Partnership Futures Account
1
Call NinjaTrader customer support at 800-496-1683 (available 24/5, Sunday evening through Friday evening)
2
Request beneficiary designation or TOD forms:
- Specify your account type (individual, joint, IRA, etc.)
- For IRA accounts, you will be directed to the third-party custodian (Midland Trust or Millennium Trust)
3
Complete and return forms per support instructions
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Futures-only platform -- different estate considerations than securities accounts
- Open futures positions may need to be liquidated as part of estate settlement
- IRA beneficiary designations handled by third-party custodian, not NinjaTrader
Phone1-800-496-1683
Fax1-312-329-9888
Mailing Address
NinjaTrader Clearing, LLC, 222 North LaSalle Street, Suite 400, Chicago, IL 60601
Trade Desk (24-hour emergencies)
Sales / New Accounts
General Support
WebsiteLearn more→
Phone1-800-496-1683
Fax1-312-329-9888
Mailing Address
NinjaTrader Clearing, LLC, 222 North LaSalle Street, Suite 400, Chicago, IL 60601
Trade Desk (24-hour emergencies)
Sales / New Accounts
General Support
WebsiteLearn more→
Customer Support (Death Claims)
Phone1-800-496-1683
Fax1-312-329-9888
Mailing Address
NinjaTrader Clearing, LLC, 222 North LaSalle Street, Suite 400, Chicago, IL 60601
Trade Desk (24-hour emergencies)
Verified May 2026
Estate planning articles
Learn how to protect your NinjaTrader accounts and other assets with trusts, beneficiary designations, and estate planning documents.
