How do I change my savings rate?

For WealthStep 401k: Log-in to WealthStep, go to the Advice Center page, and click on the “WealthStep 401k” button in the “Implement the advice” section, to access your 401k recordkeeper to make that change (however some plans require that a form be filled out through the plan’s HR department). WealthStep.com is your planning and advice engine, and 401k plans have separate “recordkeeper” providers that process your savings rate and investment changes. Or, contact your HR department for your recordkeeper’s contact information.

For WealthStep Direct: Log in to SchwabAlliance.com and set up or modify a “moneylink” to “pull” the money from your bank account. Schwab is currently the custodian bank WealthStep utilizes for WealthStep Direct accounts. WealthStep has no financial connection with Schwab, nor any incentives or rewards for using Schwab.