How to Notify Wealthify of a Death: Investment Platform Bereavement Guide 2026

How to notify Wealthify of a death — step by step

1. Contact Wealthify by phone or email

   Call 0800 802 1800 or email support@wealthify.com. Wealthify is a robo-adviser and will freeze the account on receipt of notification.

2. Provide the account holder's details

   You will need the deceased's email address (used as their Wealthify login), full name, date of birth, and date of death. Wealthify will send you a bereavement form and advise on the next steps.

3. Submit documentation

   Wealthify will require a certified copy of the death certificate and, for most estates, grant of probate or letters of administration before releasing funds.

4. Arrange redemption of investments

   Wealthify managed portfolios are typically redeemed and the cash proceeds transferred to the estate bank account. As a robo-adviser, Wealthify does not offer in-specie transfers to individual stock — the portfolio is liquidated.

What documents does Wealthify need?

• Death certificate (certified copy)
• Deceased's email address registered with Wealthify
• Grant of probate or letters of administration
• Completed bereavement form from Wealthify

Have multiple certified copies of the death certificate ready. Banks and financial institutions each require an original or certified copy — you cannot usually pass a single copy between organisations. See our guide to how many death certificates you need.

How long does Wealthify take?

Wealthify typically takes 4–6 weeks to process a bereavement notification once all required documents have been received.

During this period, accounts or services will typically be frozen until the estate is administered. This means no new transactions can be authorised.

Wealthify is authorised and regulated by the FCA. As a robo-adviser, the bereavement process is straightforward but may take longer than traditional brokers if automated systems need manual override.

What happens after you notify Wealthify?

Once Wealthify receives your notification and confirms receipt, the account or service will be frozen and no new transactions will be authorised. Estate administration can then begin.

Wealthify will freeze the account and write to you with the documents required to transfer or encash the investments. You will typically need to provide a grant of probate (or letters of administration) and certified copies of the death certificate before assets can be released to the estate. ISA investments lose their tax-free wrapper on death but may benefit from an Additional Permitted Subscription (APS) allowance for a surviving spouse or civil partner.

What cannot wait