WealthRabbit Support

How to create a SEP IRA plan for my client?

WealthRabbit’s user-friendly platform walks you through every step of setting up a SEP IRA plan for your client. Just follow the steps below

Step 1: Sign in
Log in to your WealthRabbit account.

Step 2: Complete Two-Factor Authentication
Verify your identity to securely access your dashboard.

Step 3: Set Up Your Accountant Profile
Enter the required details, make any necessary edits, and click ‘Save and Continue’ to complete your profile setup.

Step 4: Add Team Members (Optional)
Invite team members and assign them to manage SEP IRA plans for your clients. Learn more about the different roles and responsibilities of team management. 

Step 5: Choose a Subscription Plan
Select the plan that fits your business. You can also set a default billing option for new clients. Click ‘Save and Continue’ to proceed.

Step 6: Add a Client
Click ‘Add Client’ and enter their basic information to begin the setup process.

Step 7: You have three options for onboarding your clients to set up their retirement plans:

• Add & Onboard Client Yourself – By selecting this option, you need to enter all the required information for your clients manually and set up their retirement plan yourself.

• Add & Invite Clients to Self-Onboard – By selecting this option, you can add your clients and send them an invitation to set up their retirement plan on their own.

• Add & Assign to a Team Member to Onboard – With this option, you can add your clients, assign team members to them, and let your team members handle the retirement plan setup process for you.

Here, we select 'Add & Onboard Client Yourself.'

Step 8: Enter your client’s basic information in the respective fields to begin their retirement plan and click the 'Save and Continue' button.

Step 9: Set up your client’s retirement plan. Click here for step-by-step instructions to complete the process.

Once you create the SEP IRA plan, invite the employees to enroll and manage their accounts.