Does the investment spreadsheet include the account beneficiary?
Where to find it: ACCOUNTS and INVESTMENTS → account properties; View Investments in all Accounts → spreadsheet download
The investment spreadsheet includes the account name and owner, but it does not include a beneficiary column. Its OWNER column identifies the account owner, not the beneficiary.
The beneficiary is an account property. Open ACCOUNTS and INVESTMENTS and edit the relevant account to review or change its Beneficiary selection. The available choices depend on the account type and household profile.
There is currently no option on the investment-spreadsheet download to add the beneficiary field. See account Help for the account properties.