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Account management:

Designate account beneficiaries

May 4, 2026

Estimated reading time: 1 minute

Designating beneficiaries is essential to the estate-planning process, ensuring the smooth and direct transfer of assets after the passing of the account holder. Flourish allows you to designate up to five beneficiaries – individuals and/or trusts – per Flourish Cash† account. Please note that business accounts and trust accounts do not have beneficiaries.

Designate and review your account beneficiaries in a few simple steps:

  • Log in to your Flourish account and select the account you'd like to manage from the dashboard
  • From the top navigation, select 'Account Details'
  • On the Account Details page, scroll down to Beneficiary management and click "Update"
  • Select "Add new beneficiary" or "Edit beneficiaries" to review beneficiaries and make updates

You can make updates and changes to your beneficiaries at any time. If you have any questions, please reach out to our Client Support team and they'll be happy to help.

Update beneficiaries

About Flourish

Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Today, the Flourish platform is used by more than 1,200 wealth management firms representing more than $2.6 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.

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Flourish’s offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Annuities refers to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC (doing business in California under the name Flourish Digital Insurance Agency), and, where applicable, Flourish Financial LLC. Flourish Lending is offered by SoraFinance, Inc. (d/b/a Flourish Lending), a licensed mortgage broker (NMLS #2355841). SoraFinance, Inc. is not a lender. To verify SoraFinance, Inc., visit NMLS Consumer Access. The Flourish entities mentioned above are all wholly-owned subsidiaries of Flourish Holding Company LLC. Please review the Legal section of our website for more information and account terms. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2026 Flourish. All rights reserved.

† A Flourish Cash account is a brokerage account offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. The cash balance in a Flourish Cash account will be swept from the brokerage account to deposit account(s) at one or more third-party Program Banks that have agreed to accept deposits from customers of Flourish Financial LLC. The accounts at Program Banks will pay a variable rate of interest.