How to designate beneficiaries at Webull
Covers 3 investment, 3 retirement, and 1 crypto accounts — beneficiaries can be managed online
Estate Support
Webull Financial LLC, 44 Wall St, Suite 501, New York, NY 10005
Estate Support
Webull Financial LLC, 44 Wall St, Suite 501, New York, NY 10005
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.
- 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
- Add up to 6 primary and 6 contingent beneficiaries
- Assign percentage to each beneficiary (must total 100%)
- Submit electronically
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
Sources
Data sourced from Webull primary sources (18 pages reviewed). How we research.
Download these Webull instructions
Download instructions for the whole estateA 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.
Estate Support
Webull Financial LLC, 44 Wall St, Suite 501, New York, NY 10005
Estate Support
Webull Financial LLC, 44 Wall St, Suite 501, New York, NY 10005
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