How to designate beneficiaries at Robinhood
Covers 6 investment, 3 retirement, 1 crypto, 2 deposit, and 1 lending accounts — beneficiaries can be managed online
Robinhood Support
Robinhood, 85 Willow Road, Menlo Park, CA 94025
Robinhood Support
Robinhood, 85 Willow Road, Menlo Park, CA 94025
Estates Team
Estate planning for your Robinhood investment accounts starts with understanding how each one transfers at death. Beneficiary designations and trust retitling both bypass probate, but the right approach depends on the account type, your tax situation, and how much control you want over distributions.
Across 13 product types, Robinhood investment accounts vary in how they transfer at death. The sections below walk through Transfer on Death (TOD) designations, trust funding options, and which products support each method.
Beneficiary designation is not available for deposit accounts at Robinhood.
Sources
Data sourced from Robinhood primary sources (14 pages reviewed). How we research.
Download these Robinhood instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Robinhood primary sources. Bring it to the branch or keep it beside the phone.
Robinhood Support
Robinhood, 85 Willow Road, Menlo Park, CA 94025
Robinhood Support
Robinhood, 85 Willow Road, Menlo Park, CA 94025
Estates Team
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