New baby or dependent guide

ARTICLE TAKEAWAYS

  • Use this guide to determine what actions to consider when there is a new addition to the family.

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

Related content

Open an account

Beneficiary changes

Investments and contributions

Contact us

Have questions? We're here to help.

Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

call (800) 421-4225
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