WealthRabbit Support

How do I set up or manage Auto-Run Contribution?

Once your payroll integration is complete, WealthRabbit's Auto-Run Contributions feature allows you to automate and streamline the process of making regular contributions for your employees. 

Here's how to set up or manage your Auto-Run Contributions:

Step 1: Access Contribution Management
Log in to your WealthRabbit account and navigate to the section where contributions are managed.

Step 2: Locate the Auto-Run Contribution Toggle
Find the "Auto Run contribution" toggle. You can use this to turn the automation feature on or off at any time.

 

Step 3: Define Your Contribution Schedule
With Auto-Run activated, choose your preferred timing for contributions to run (e.g., "one day after payday"). WealthRabbit will automatically adjust for weekends and holidays.

Step 4: Enable Auto-Run
Click "Enable Auto Run" to activate the automated contribution process based on your selected schedule.

Step 5: Review Scheduled Contributions
After enabling, your upcoming automated contributions will appear. Here, you can review payroll details, check contribution amounts, and see how many employees are included, ensuring everything stays on track automatically.