WealthRabbit Support

Can I edit or modify my contribution details after they are scheduled?

Yes, you can modify your contribution details, which include the date and amount, at any time before they are processed. To change the information, follow the steps below:

Step 1: Sign in to your WealthRabbit account.

Step 2: Navigate to the ‘Contributions’ menu.

 

 

 

Step 3: Click the ‘3-dots’ menu under the Action column and select ‘Edit’.

 

 

 

Step 4: Make the necessary changes, ensure all details are correct, and click ‘Save and Continue’.

 

 

 

Step 5: Review your updated contribution details carefully. Once confirmed and e-signed, click the ‘Make Contribution’ button to finalize your changes.