I recently opened a cash management account but then discovered there is currently no way to name a beneficiary on the account. I need this feature in place before I feel comfortable adding any significant amount of money. With my other bank accounts I can name a beneficiary or set up a TOD ‘transfer on death’ or POD “payable upon death” person or persons and this is part of my larger estate planning considerations.
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@blossomwright thanks for throwing this as a wishlist item. This is big on my priority list as well and I hope they address it soon. I did get an email back from Chris saying they’re working on it but no ETA.
In the meantime my significant other has all my details so she can login if something were to happen to me.