WealthRabbit Support

How to add and invite my clients to create a SEP IRA plan for my client?

WealthRabbit makes it easy to invite clients to create their own SEP IRA plans through a guided, digital process. Follow these steps:

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

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

Step 3: Set Up Your Accountant Profile
Fill in your profile information, review for accuracy, and click ‘Save and Continue.’

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

Step 5: Choose a Subscription Plan
Select the plan that fits your needs and set a default billing option for new clients. Click ‘Save and Continue.’

Step 6: Add a Client
Click ‘Add Client’ and enter the client’s basic information to begin.

Step 7: Invite the Client to Self-Onboard
Under ‘Add & Invite Clients to Self-Onboard,’ click the ‘Invite’ button. This allows your client to complete their SEP IRA setup through a guided self-service process.

Step 8: Complete and Send the Invite
Enter the remaining required fields, then click ‘Save and Invite’ to send the setup invitation to your client.

Once your client completes their SEP IRA setup, you’ll receive a notification. From there, you can invite employees to enroll and manage their accounts.