What Happens Once My Early Beneficiary Reaches Age of Transfer?

Article author
Hoang P.
  • Updated

Once Early beneficiaries reach age of transfer, they will have access to the funds that are in an Early account that was set up under their name. In order to gain access to the funds, beneficiaries will need to set up an Acorns Invest account. After that's been done, they can reach out to us and we can begin the transfer process. 

 

 

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