WealthRabbit Support
Need Help? We've got you covered
Get answers to all your questions about the application process and SIMPLE IRA here
- Can I cancel my full-service request?
- How do I set up a SIMPLE IRA with WealthRabbit for next year?
- What Is a Full-Service Setup?
- What if my business currently offers a different retirement plan?
- How do I view my plan balance and transaction history?
- How can I see details of my chosen SIMPLE IRA contribution?
- Can I check the latest activity on my SIMPLE IRA plan through my WealthRabbit account?
- What are the information required to set up a retirement plan?
- What is the difference between SIMPLE and SEP IRA?
- How Do I Opt for Full-Service Setup?
- How can I access the retirement plan details after termination?
- What is the difference between a primary beneficiary and a contingent beneficiary?
- What are the different risk tolerance scores and the recommended portfolio models in WealthRabbit?
- What Is an ACATS Form?
- What to Do If You Suspect Fraud or See an Account Error?
- What Makes an Investment Platform Safe?
- How WealthRabbit Uses Technology to Optimize Your Portfolio
- How to Contact Support?
- How WealthRabbit Protects Your Financial Data
Need more help?
Get in touch with our dedicated support team Contact Us
