Add Beneficiaries at Investment Level
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We have an investor who has multiple sole ownership investments. He would like to designate different beneficiaries for each investment. How do we do that without having to create separate accounts for each investment?
There is currently not a way within the DDI-Connect system to designate different beneficiaries for investments under one account, as the beneficiaries are configured at the account level, not at the investment level. We have requested that this functionality be added to a future release of the application. For now, the only way to configure this would be to add a new account for each investment, and designate the beneficiaries that way.