beneficiary.html
Navigation: INVESTMENT MANAGEMENT > Investment Terms:
Beneficiary
The person or entity who receives the proceeds of an account at the death of the owner.
Beneficiaries can be entered on the Relations Screen of the Account.
Navigation: INVESTMENT MANAGEMENT > Investment Terms:
The person or entity who receives the proceeds of an account at the death of the owner.
Beneficiaries can be entered on the Relations Screen of the Account.