How to Add a Beneficiary to Your Investing Account

If you have a Cash App Investing account you are able to add a beneficiary to your investing account.

A beneficiary is someone who assumes ownership of the assets held in the investing account upon the death of the Account Owner.

For example: If you named your spouse as the sole beneficiary of your investments, they would receive all your stocks when you pass away.

To add a beneficiary to your Cash App Investing account, please reach out to Cash App Support through the app or at https://cash.app/contact.

Note:

• You are able to add multiple beneficiaries and identify the particular allocation for each beneficiary

• Beneficiaries added are ONLY considered the beneficiary to your Cash App Investing account. It is NOT a beneficiary for your general Cash App account.

For more information on trusted Contacts for your investing account, read our article: How to Add a trusted Contact to your Investing Account

Cash App Investing is a self-directed service; you are solely responsible for orders placed through your account. Cash App Investing does not provide investment advice or recommendations. Investing involves risk and you may lose money. Review the Disclosure Library (https://cash.app/legal/us/en-us/cash-investing-disclosure-library) for more on the risks involved with investing. Brokerage services provided by Cash App Investing LLC, member FINRA/SIPC.