My Profile
Keep your profile current – Maintaining a valid email address ensures you receive helpful WealthStep reminders to update your Aim>Save>Invest inputs periodically, or other special announcements, to keep yourself on track for your evolving retirement goals.
If you access WealthStep through your company’s retirement plan, and your company email is your primary email. Providing a personal email as a back-up in the “Email personal” field will allow you to continue to access WealthStep when you eventually leave your employer for or before retirement. Additionally, if you access WealthStep through your company’s retirement plan, you may wish to input your personal email address in the “Email” field as your primary email address, if you prefer that the data emailed to you in WealthStep advice summaries not pass through company email systems. In that case, you may enter your personal email address into both the primary and personal fields.
If not already shown, entering your zip code and birth month/year will pre-load the advice tools to make Aim>Save>Invest advice even easier!
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