Beneficiaries Tab#
The Tab: Beneficiaries tab allows you to view and manage all beneficiaries associated with an investor, including primary and contingent beneficiary designations.
Beneficiaries Tab Location#
Features#
The Section: Beneficiaries section allows you to:
Beneficiaries Overview#
The Tab: Beneficiaries tab displays a list of all beneficiaries linked to the investor, including their contact information and allocation percentages.
Investor Details, Beneficiaries Tab View#
Beneficiaries Table#
The Table: Beneficiaries List table displays all beneficiary designations for the investor.
Columns: Beneficiaries List Table#
The Column: Columns for the Table: Beneficiaries List table can be found at the top of the table:
Beneficiaries Table Column Headers#
Column: Name - Beneficiary’s full legal name.
Column: Relationship - Relationship to the investor (spouse, child, sibling, etc.).
Column: Type - Beneficiary designation type (Primary or Contingent).
Column: Percentage - Percentage of assets allocated to this beneficiary.
Column: Contact Info - Beneficiary’s phone number and email address.
Column: Actions - Available management actions for the beneficiary record.
Available Actions#
The Column: Action column allows you to:
Action: View Details - Access comprehensive beneficiary information
Action: Delete - Remove the beneficiary designation
How to Add a New Beneficiary
See Add New Beneficiary for more information.