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Retirement Accounts General Retirement Account Information

How do I add a beneficiary to my IRA?

You can add a beneficiary to your IRA directly through Inspira Financial. If you already have an account set up with Inspira Financial online, you can login to their website here for more information.

Alternatively, please feel free to contact our team at support@fundrise.com and we can supply you with the appropriate paperwork and instructions to add a beneficiary to your IRA.

You cannot add beneficiaries to your IRA directly through the Fundrise website.

Please note, in the event of death, IRA shareholdings will be liquidated to Inspira Financial. Once the funds have been received by Inspira Financial, they will work directly with the designated beneficiary to settle the account.

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How do I add a beneficiary to my IRA?

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