WealthRabbit Support

How to connect the Gusto payroll provider to WealthRabbit?

You can easily integrate your Gusto payroll provider with WealthRabbit to make onboarding and IRA contributions faster and easier. This eliminates the need to add employees manually. Just connect your existing payroll and sync your employee and contribution details into WealthRabbit with just a few clicks.

Follow the steps below to connect your payroll provider to WealthRabbit:

Step 1: Sign in to your WealthRabbit account.

Step 2: Navigate to the ‘Manage Employee’ section from the Dashboard.

Step 3: To connect your existing payroll provider, click the ‘Connect with Gusto’ button. 

Step 4: WealthRabbit uses Finch to connect your payroll and HR systems. Read the terms and conditions carefully, then click the ‘Continue’ button.

Step 5: WealthRabbit will request permission to access certain details to sync your payroll account. Review the permission details, then click ‘Continue’.

Gusto authentication will open in a new window. Please make sure to allow pop-ups and complete authentication in that window. Click the ‘Connect’ button.

Step 6: Enter your Gusto email address and password in the respective fields, then click ‘Continue’.

Step 7: After connecting with your payroll provider with WealthRabbit, your employee and their contribution details will be imported into your WealthRabbit account.

• Participating Employees – Employees already enrolled in the SIMPLE IRA plan will be listed under this category. Select the employees you want to invite to WealthRabbit to manage their retirement contributions.
   
• Non-participating Employees – Employees not enrolled in the SIMPLE IRA plan on your Gusto account will appear here. Select the employees you want to invite to enroll in the SIMPLE IRA through WealthRabbit.

Click the ‘Invite Employees to WealthRabbit’ button to add and invite your non-participating employees to enroll in the SIMPLE IRA.

Step 8: After selecting the employees to invite, click the ‘Send Invite’ button.

Once a non-participating employee sets up their SIMPLE IRA through WealthRabbit, their retirement plan details will be automatically synced to Gusto.