How-To Guide

• Log in to the Advancial Mobile App
• Navigate to My Profile: 
  • Manage > My Profile

• Complete the Two-Factor Authentication security process
  • Select whether you want the verification code to be sent to your e-mail or phone number 
• Select "Submit"

• Select "Beneficiary"

• Select "Add New Beneficiary"

• Complete the required fields:
  • A - Beneficiary Information
  • B - Beneficiary Address
  • C - Read through the Global ESign Disclosure and select "I Agree"
  • D - Select "Submit"

• The "Add Beneficiary" pop-up notification will confirm the beneficiary has successfully been added

• Remove a beneficiary by swiping left and selecting "Delete"

Note: To update a beneficiary's information, first delete the current beneficiary (Step 7), then re-add them with the updated details (Steps 4–6).