Marriage 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.

Review the personal and banking information on your account

• Update your address
• Update your email address to ensure you receive alerts about account activity, security and document availability
• Update your bank account information

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

• Review or update the beneficiaries on your IRA and/or transfer on death account

Review your account access and ownership

• Contact us for the documents needed to:

o  Consolidate your and your spouse’s accounts

o  Change the financial professional listed on an account

Document your account balance

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