WealthRabbit Support

Can I change my investment options within my SIMPLE IRA?

Yes, you can change or customize your investment options in your SIMPLE IRA at any time. Just follow these steps:

Step 1: Log in to your WealthRabbit account.

 Step 2: Go to the "Investment" section in your Dashboard.

 Step 3: Click "Change Fund" to modify or personalize your investments.

 Step 4: Use the slider to adjust your risk tolerance score.

Step 5: If you'd like to reassess your risk level, click "Click here" to retake the risk assessment.

Fill in the information in the respective fields, then click the "Save and Continue" option.

 Step 6: Complete the assessment and click "Save and Continue."
 

Step 7: Review your current and updated risk scores, then click "Save and Continue" to confirm your changes

This process ensures your investments stay aligned with your goals and comfort level.