What reporting/statements will WealthStep send you?

By
7 years ago

WealthStep 401k: You will receive a quarterly report that includes general commentary plus your plan’s investment results, from WealthStep, either directly (electronically) or through your plan’s recordkeeper. You may also receive quarterly reports directly from your recordkeeper.

WealthStep Direct: You will receive quarterly reports directly from WealthStep regarding your account balance and investment returns, and you will receive monthly statement from the independent custodian bank (Charles Schwab, selected by WealthStep as a third party for custody services, with no financial relationship with WealthStep).

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