WealthRabbit Support

Need Help? We've got you covered

Get answers to all your questions about the application process and SIMPLE IRA here

How can I access the retirement plan details after termination?

You can still access your retirement plan after leaving your employer. To do so, you’ll need to add a recovery email to your WealthRabbit account. Follow the steps below:

Step 1: From the dashboard, go to the ‘My Profile’ section and click ‘Add’ next to the Recovery Email field.

Step 2: Enter the verification code sent to your current email address and click ‘Verify.’

Step 3: Enter your recovery email address and click ‘Save.’

Step 4: A verification code will be sent to your recovery email. Enter the code and click ‘Save.’

Step 5: Once verified, your recovery email will be linked to your account. You can use it to securely access your retirement plan details after your employment ends.


 

Was this helpful? Yes No

Need more help?

Get in touch with our dedicated support team Contact Us

Need More Help