New baby or dependent guide

Actions to consider

Consider talking to your financial professional. They can offer advice and help you make decisions when going through a major life event or change.

You can log in and complete account updates and perform transactions for most account types.

Open a new account for a baby or dependent

• Contact your financial professional to discuss account types and funds that will best meet your financial goals
   

Consider investing in an existing account

• Make a one-time investment
• Set up or modify an automatic investment plan
   

Review the beneficiaries on your account

• Add the new baby or dependent as a beneficiary on an IRA and/or any transfer on death accounts