I’ve had a hard time adding a beneficiary to my digital assets account at Coinbase. Their customer service messaging app is not easy to navigate, and I can’t get anyone in customer service to answer the phone. I know I can move the assets to a different platform. Who offers the best customer service? I’m also considering a cold wallet. Any suggestions?
Timothy Reid Bolinger, Financial Advisor, Fisher Wealth Management | Ric Responded November 18, 2021
I’m not aware that you can name a beneficiary to accounts at Coinbase. This is not uncommon, as many institutions don’t allow you to name beneficiaries on taxable accounts. Traditionally, beneficiary designations are set for retirement accounts, wills & trusts, and annuities. So, if your financial institution doesn’t allow you to name a beneficiary on [...]
Timothy Reid Bolinger, Financial Advisor, Fisher Wealth Management | Ric Responded November 18, 2021fryoneusa2021-11-18T13:45:10-05:00