WealthRabbit Support

How Do I Opt for Full-Service Setup?

 1. Select "Full-Service Setup"

 On the setup page, select the Full-Service Setup option.

2. Schedule Your Call

 Choose a convenient time, and our experts will contact you to guide you through the next steps.

3. Provide Your Plan Details

 Share the necessary information for your SIMPLE or SEP IRA. You can enter details manually or upload documents, images, or screenshots containing the required information.

4. Upload Supporting Documents

 Use our provided template or upload any relevant documents to ensure a smooth setup.
 

5. Sit Back—We’ll Take It From Here!

 Our team handles all compliance requirements and finalizes your IRA setup. We'll confirm once everything is ready!