Can I elect to give a fixed dollar amount to a beneficiary of my Transfer on Death account?

Transfer on Death accounts only allow percentage-based distributions, as the account value isn't fixed. You can assign up to 6 primary beneficiaries whose shares total 100%. Optional contingent beneficiaries can be appointed, or if a primary beneficiary predeceases the account owner, their share can be assigned to remaining primaries or your estate.

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My Account & Login

Can I changed my primary username?

No, the primary username is created at the point of account application and is correlated with the account permissions, trading capabilities, and login access in addition to disclosures, agreements and acknowledgements.It is not possible to edit an already existing username or create a secondary user a primary user, or vice versa.

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