Divorce 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.

Manage your account access and ownership

• Contact us for the documents needed to:
  • Change ownership of your accounts
  • Change the financial professional listed on your account
     

Review how your name appears on your account

• Update your name on your account(s). Download the Name Change Request (PDF).
   

Review the beneficiaries on your account

• Remove your former spouse as an IRA and/or transfer on death beneficiary on an account and add new beneficiaries
   

Document your account balance

• Print an account balance document for a current or prior date for your records
   

Review the personal and banking information on your account

• Change your user name and password and update or remove any custom account views you may have created
• Update your address
• Update your email address to ensure you receive alerts about account activity, security and document availability
• Review your online profile information for any updates needed to the delivery method of your one-time passcode
• Update your bank account information