How do I set up automatic contributions/deposits into my account?

By
7 years ago

WealthStep 401k: Login to or call your plan’s recordkeeper website. Contact your HR group for that website or phone information, or click on the “WealthStep 401(k)” button on the advice page of the Planning/Saving or Investment advice modules. WealthStep is not directly involved with the transferring of money from your paycheck to your 401k account.

WealthStep Direct: Contact your bank or other financial institution to establish automatic transfers to your WealthStep account at Charles Schwab, once you have a Schwab account number. Schwab is currently the custodian bank WealthStep utilizes for WealthStep Direct accounts. WealthStep has no financial connection with Schwab.

Non-WealthStep accounts: Contact your provider directly.

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