WealthRabbit Support

How to assign the team members to manage and create a SEP IRA plan for my client?

WealthRabbit makes it easy to manage your clients' SEP IRA plans through a step-by-step process. Here’s how to assign team members to help set up and manage a plan:

Step 1: Sign in to your WealthRabbit account.

Step 2: Complete the two-factor authentication process for added security.

Step 3: Set up your accountant profile by filling in the required information. Review for accuracy, make any edits, then click “Save and Continue".

Step 4: Add your team members and assign them to clients for SEP IRA setup. Learn more about the different roles and responsibilities of team management. 

Step 5: Choose a subscription plan that meets your needs. You can also set a default billing option for new clients. Click “Save and Continue” to proceed

Step 6: Click “Add Client” and enter your client’s information to begin the plan setup.

Step 7: Under “Add & Assign to a Team Member to Onboard,” click “Assign Team Members.”
This allows you to assign clients to specific team members, who will handle the retirement plan setup on your behalf.

Step 8: Enter your client’s basic info, select the team members responsible for onboarding, and click “Save and Assign.”

You’ll be notified once your team completes the setup. Afterward, you can invite your client’s employees to enroll and manage their own accounts.