Robinhood

Please note: The information provided below is intended as a general guide to assist you with transferring your accounts into your trust. Financial institutions may update their policies, procedures, forms, or requirements at any time without notice. If you encounter any differences or have questions, please contact your financial institution directly or reach out to our office—we're happy to help.

Robinhood Customer Service Phone #: 1 (650) 761-7789

Robinhood Trust Account Information

At this time, Robinhood does not support retitling individual brokerage accounts into the name of a revocable living trust. If you have a Robinhood investment account, consider the following options.

1. Review Your Account Type

  • Confirm whether your account is an individual brokerage account or a retirement account.

  • At this time, Robinhood does not offer trust registration for standard brokerage accounts.

2. Review Your Beneficiary Designations

  • Robinhood allows beneficiaries to be designated for eligible accounts.

  • Depending on your circumstances, your trust may be eligible to be named as a beneficiary rather than the account owner.

  • Discuss the appropriate beneficiary designation with your estate planning attorney before making changes.

3. Consider Transferring to Another Brokerage

  • If your estate plan calls for your investment account to be owned by your revocable living trust, you may wish to transfer your investments to a brokerage firm that supports trust-owned accounts.

  • Your financial advisor or estate planning attorney can help determine whether this option is appropriate for your situation.

Additional Information

  • Robinhood's policies may change over time, so it's a good idea to confirm the current account ownership options with Robinhood Support before taking any action.

  • Retirement accounts, such as IRAs, are generally not retitled into a trust. Instead, beneficiary designations should be reviewed as part of your estate plan.