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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
Home→Financial Institutions→Webull→Preparing your estate

How to designate beneficiaries at Webull

Covers 3 investment, 3 retirement, and 1 crypto accounts — beneficiaries can be managed online

Webull

Subsidiary of Webull Corporation

webull.com→
Webull logo
Phone1-888-828-0618
Toll-Free1-888-828-0618
Mailing Address

44 Wall St, Suite 501, New York, NY 10005

Estate Support

Phone1-888-828-0618
Emailsupport@webull.com
Mailing Address

Webull Financial LLC, 44 Wall St, Suite 501, New York, NY 10005

WebsiteLearn more→

Estate Support

Phone1-888-828-0618
Emailsupport@webull.com
Mailing Address

Webull Financial LLC, 44 Wall St, Suite 501, New York, NY 10005

WebsiteNotify online→
Verified Jul 2026

The key to protecting your Webull investment accounts is making sure each one has a transfer mechanism in place—either a beneficiary designation. Without one, the account goes through probate, adding time, cost, and court involvement for your family.

Webull has 7 investment accounts with different estate transfer rules. Here is how beneficiary designations, trust ownership, and probate apply to each one.

Webull Individual Brokerage Account (Cash)Webull Individual Brokerage Account (Margin)Webull Entity Account (LLC/Corp)
1
Open the Webull mobile app and navigate to your profile
  • Open the Webull mobile app and log in
  • Navigate to Menu, then More (under Shortcuts)
  • Select Manage Account in the Account section, swipe to your IRA, and tap Beneficiary Information
2
Add and configure beneficiary designations
  • Add up to 6 primary and 6 contingent beneficiaries
  • Assign percentage to each beneficiary (must total 100%)
  • Submit electronically
3
In-app beneficiary designation is available for IRA, Individual Cash, and Margin accounts; the Transfer on Death (TOD) Beneficiary Designation Form can be used as an alternative
Online Portal→

Special Requirements

  • TOD form subject to review and acceptance by Webull before it becomes effective
  • Beneficiary designations are not automatically updated upon marriage, divorce, or birth
  • Beneficiaries must be individuals age 18 or older with a valid U.S. address and Tax Identification Number; trusts cannot be named as beneficiaries on any Webull account
  • TOD designations are not available to residents of Louisiana, Texas, or Puerto Rico
SimplyTrustSimplyTrust Editorial·Updated July 8, 2026

Sources

  • webull.com
  • brokercheck.finra.org
  • u1sweb.webullfinance.com

Data sourced from Webull primary sources (18 pages reviewed). How we research.

Download these Webull instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Webull primary sources. Bring it to the branch or keep it beside the phone.

Webull

Subsidiary of Webull Corporation

webull.com→
Webull logo
Phone1-888-828-0618
Toll-Free1-888-828-0618
Mailing Address

44 Wall St, Suite 501, New York, NY 10005

Estate Support

Phone1-888-828-0618
Emailsupport@webull.com
Mailing Address

Webull Financial LLC, 44 Wall St, Suite 501, New York, NY 10005

WebsiteLearn more→

Estate Support

Phone1-888-828-0618
Emailsupport@webull.com
Mailing Address

Webull Financial LLC, 44 Wall St, Suite 501, New York, NY 10005

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Webull accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

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Estate planning articles

Learn how to protect your Webull accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

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Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
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Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
Trusts
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Jean Chatzky on Estate Planning: It’s a Gift

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
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SimplyTrustSimplyTrust EditorialJuly 6, 2026
Robert Kiyosaki on Trusts: A Structural Necessity

Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
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SimplyTrustSimplyTrust EditorialJune 30, 2026
Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
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Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

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Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

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New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

Learn more
Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

Learn more