WealthRabbit Support

Can I change my investment options within my SEP IRA?

 Yes, you can change your investment options within your SEP IRA. You can also customize your investments based on your preferences. To change your investments, follow these simple steps:

Step 1:  Log in to your WealthRabbit account.
Step 2: In the dashboard, navigate to ‘Investment’ and click on ‘Change Fund.’

Step 3: On this page, adjust your risk tolerance score by using this slider.



Step 4: You can click the link below to retake the assessment and update your investment portfolio. Review the changes made, agree to make changes, and click ‘Save and Continue.’