In the event of the death of an investor, a family member should contact EvenFi. If there are funds in the portfolio, we can change the account header to the person designated as the heir and verify their identity. Once the wallet is empty, you can continue to use the account if you are interested in continuing, or you can ask to terminate the relationship and EvenFi will contact MangoPay to delete the data and explain why.
Was this article helpful?
Cancel
Thank you!