Can account owners be added as beneficiaries?
No, account owners cannot be listed as beneficiaries.
Where can I view my listed beneficiaries?
Yes, you can view your listed beneficiaries through your statements or account notifications. Follow the details below: Checking, Savings, and Money Market Accounts:• Accounts → Statements → Select the account• Beneficiaries will be listed on your monthly statement• Please allow one full statement cycle for any changes to appear Certificates of Deposit (CDs):• Notifications are […]
How do I change or remove a beneficiary?
Yes, you can request to change or remove a beneficiary through Online Banking or the Mobile App. Follow the steps below: Online Banking (Desktop):• Select Tools → Message Center• Send a secure message with your request to change or remove a beneficiary Mobile App:• Tap More• Select Tools → Message Center• Send a secure message […]
Can I add contingent beneficiaries?
No, Quontic does not allow contingent beneficiaries at this time—only primary beneficiaries can be added.
Can I add a trust as a beneficiary?
Yes, you can designate a trust as a beneficiary on your account.
How many beneficiaries can I have on each account?
Each Quontic account can have up to five primary beneficiaries.