Remove or Modify a Beneficiary

Instructions

1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Account Inheritance.

2. To remove a beneficiary, on the Beneficiaries page click the Remove link on the row listing the beneficiary.

3. To modify a beneficiary, on the Beneficiaries page click the Modify link on the row listing the beneficiary, then modify the information as required and click Continue.
4. To view beneficiary information, click the "i" information icon.
   If prompted, enter the confirmation number sent to your email address and click Continue.

 

Additional Resources

• Learn About the Client Portal Interface at IBKR Campus

• Visit the IBKR Client Portal Website

• Log in to Account Inheritance