How do I add a beneficiary?

October 27, 2026

[CONFIRM: whether beneficiary designations are available for cash accounts, and where in the dashboard]

Naming a beneficiary lets your CREB account pass to the people you choose, without going through probate.

Steps

  1. Log in at app.compoundbanc.com.
  2. Open account settings and select beneficiaries.
  3. Enter each beneficiary's name, relationship, date of birth and share.

IRA and trust accounts

For IRAs, beneficiaries are designated with Equity Trust. For trust accounts, the trust document controls who receives the assets.