At Public, you currently have a few options when it comes to account beneficiaries.
If you have a retirement account (IRA), you can add a beneficiary directly through the app or website. You can find step-by-step instructions here.
For non-retirement brokerage accounts, adding a beneficiary directly through the app is not currently available. However, a Transfer On Death (TOD) registration can be added to your account manually by contacting our Support team. Please don't hesitate to reach out, and we will be happy to assist you with that process.
If you have any additional questions, our team is always available to assist. Please feel free to reach out via the in-app Chat or at support@public.com.