WealthRabbit Support

How to make a contribution to your IRA in WealthRabbit?

Once your account plan setup is complete, you’ll receive an email notification. After that, you can easily make contributions to your retirement plan. In WealthRabbit, you can contribute securely and effortlessly without any complicated steps. Just follow the simple steps below for a hassle-free experience:

Step 1: Sign in to your WealthRabbit account.

Step 2: On the Dashboard, click the ‘Make New Contribution’ button to initiate your contribution.

 

 

 

Step 3: Click the ‘Add Bank Account’ button to add the bank account you want to contribute from. 

Note: WealthRabbit uses the Plaid platform to securely verify your bank account details.

 

 

 

Once your bank account is added, you can start making contributions to your retirement plan.

 

Step 4: Enter the details to schedule your contribution. Select the date and specify the amount you want to contribute to your retirement plan.

Note: The amount will be processed on the scheduled date. Please ensure sufficient funds are available in your bank account to avoid payment failures.

 

 

 

Step 5: Review your contribution details carefully. Once confirmed and e-signed, click the ‘Make Contribution’ button. Your contribution will be processed on the scheduled date.