WealthRabbit Support

Is it possible to remove invited employees from WealthRabbit?

Yes, you can remove employees who have been invited but have not yet started their retirement plan setup. Follow the steps below to remove them:

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

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

Step 3: Click the ‘Remove’ button to delete them

Step 4: A pop-up confirmation will appear regarding the removal. Click ‘Remove’ to delete them.