WealthRabbit Support

Can I resend the invite to my employees in WealthRabbit?

Yes, you can resend the invite to your employees to set up their SEP IRA plan. However, you can only resend it to those who have not yet started their onboarding process.

Follow these steps to resend the invite:

Step 1: Sign in to your account and navigate to the Employees section from the Dashboard.

Step 2: Find the employee you want to resend the invite to and click the three-dot menu under the Action column.

Step 3: Select Resend Invite to send the invitation again for them to set up their SEP IRA plan.