Published on: March 21, 2024
By: Webster Bank

Can I add a beneficiary to my account?

Yes, you can add a beneficiary to your BrioDirect account once the account is open:

 

  • Log into online banking and send us a secure message with your request. We‘ll reply via secure email with the beneficiary template you’ll need to complete. Reply to the secure message with your beneficiary details added and we’ll update your account.
  • If adding a Trust as a Beneficiary on your BrioDirect account, send us a secure message within online banking or call us at 800-369-BRIO to complete this request.

All deposit products are provided by Webster Bank, N.A. ("Webster Bank"), an insured FDIC institution. BrioDirect is a sub-brand of Webster Bank. Webster Bank operates under the trade name BrioDirect. This trade name is used by, and refers to, Webster Bank, a single FDIC-insured bank.

Accounts that are opened via www.briodirectbanking.com and marketed by BrioDirect are Webster Bank accounts. Deposits in these accounts are made with Webster Bank. For purposes of determining how much FDIC insurance is applicable to your accounts, you need to consider all accounts maintained with Webster Bank, N.A., such as CD, checking, savings, BrioDirect online accounts and cash held in health benefits accounts with HSA Bank.

If you need assistance, please call 877.369.BRIO

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