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  2. Account Troubleshooting

Add A Beneficiary Or Contingent Beneficiary

If you would like to name a beneficiary of your IRA, or a contingent beneficiary in the event that your primary beneficiary is unable or unwilling.

 

1. Start by clicking on the drop-down menu in the top right-hand corner with your name on it.

 

 

2.  Choose Your Settings from the drop-down menu.

 

 

3. Click on the Beneficiaries tab in the Settings menu on the left-hand side of the screen.

 

 

4. You can begin to add a beneficiary by clicking Add Beneficiary.

 

 

5. Fill out the relevant details and select Save.

 

 

6. You've officially named a beneficiary for your Alto IRA!

 

 

Now that you have successfully named a beneficiary for your Alto IRA, if you would like to name a contingent beneficiary, you can do so by following the same steps, but this time, you will select Contingent Beneficiary from the drop-down menu in Step 6.