What sort of notifications will I receive?

If we are professionally managing your account, either your 401(k) (or like account) or your IRA, you will receive notifications on your account as well as annual statements from us that help you understand your progress and serve as a reminder to come back and let us know if anything has changed in your life so we can further optimize our advice.

In addition, depending on the notification settings that you have set up and/or our agreement with your employer, you may also receive communication from us that can help you plan for your future. If you are currently not getting news and updates and other financial insights from us and want to sign up, we can deliver these to you straight to your inbox if you sign up here.