Adding beneficiaries.

To add, edit, or change beneficiaries of your account:

  • Login to your Folio account using our client center
  • On the top, far right of your menu select your username 
  • Select settings from the drop down
  • Scroll down to the your accounts section and select beneficiaries for the account you wish to use
  • Add, edit, or change beneficiaries as needed.

You can add as many primary and secondary beneficiaries as you wish. If you are married then your spouse needs to be your primary beneficiary.