How to name beneficiaries and fund a trust at Titan
Covers 4 investment, and 3 retirement accounts — beneficiaries can be managed online
Titan Wealth Team / Client Services (chat and email; Titan states it does not offer general phone support)
Titan Global Capital Management USA LLC, 508 LaGuardia Place, New York, NY 10012
Titan Wealth Team / Client Services (chat and email; Titan states it does not offer general phone support)
Titan Global Capital Management USA LLC, 508 LaGuardia Place, New York, NY 10012
Titan Wealth Team (beneficiary and estate requests) -- written channels only: in-app chat at https://app.titan.com/ or support@titan.com
Titan Global Capital Management USA LLC, 508 LaGuardia Place, New York, NY 10012
Estate planning for your Titan 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.
Titan offers 7 investment accounts, each with its own transfer rules. The sections below cover how to set up beneficiaries, fund a trust, and which products support each approach.
- Log in at https://app.titan.com/
- Account Settings icon (bottom left) > Beneficiaries > Add
- Supported self-service only for a single primary beneficiary receiving 100% of the account
- Use the in-app web chat (the logo in the bottom right after login) or email support@titan.com from the address on your Titan account
- Provide the beneficiary's full name, SSN or TIN, date of birth, relationship, and percentage share; for a trust, the trust's full legal name, EIN or grantor SSN, the trustee names, and the date the trust was established
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- The Titan web portal supports ONE primary beneficiary at 100%. Splits, contingent beneficiaries, and naming a trust must be handled by the Titan team via chat or support@titan.com
- Split allocations and contingent beneficiaries added through the team are not displayed in the web portal -- do not treat the portal as the record of what is on file
- Community property states (AZ, CA, ID, LA, NV, NM, TX, WA, WI): spousal consent is required to name someone other than a spouse, and Titan routes that through the Wealth Team
- The TOD form is Apex Clearing's. It states that TOD registration is not available to residents in all jurisdictions, that no designation takes effect until Apex receives and accepts it, and that the designation cannot be revoked or changed by a will, codicil, or trust document -- only by filing a new TOD form
- Beneficiary shares on the TOD form must total 100% and cannot be entered as fractions or dollar amounts
- A Trusted Contact is not a beneficiary. Titan lets you add one (through the team only), but a Trusted Contact cannot transact, act on your behalf, or inherit anything
Sources
Data sourced from Titan primary sources (13 pages reviewed). How we research.
Download these Titan instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Titan primary sources. Bring it to the branch or keep it beside the phone.
Titan Wealth Team / Client Services (chat and email; Titan states it does not offer general phone support)
Titan Global Capital Management USA LLC, 508 LaGuardia Place, New York, NY 10012
Titan Wealth Team / Client Services (chat and email; Titan states it does not offer general phone support)
Titan Global Capital Management USA LLC, 508 LaGuardia Place, New York, NY 10012
Titan Wealth Team (beneficiary and estate requests) -- written channels only: in-app chat at https://app.titan.com/ or support@titan.com
Titan Global Capital Management USA LLC, 508 LaGuardia Place, New York, NY 10012
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