Account
Managing personal account details.
11 articles
How often can I change my contribution amount?
Can I link to multiple payroll accounts if I have multiple jobs?
Can I split my payroll deductions between different types of accounts or investment goals?
Will I receive notifications for each payroll-linked investment, or just summaries?
How do I close my account?
How do I recover a deactivated or closed account?
What happens to my account if I pass away?
Can I add a beneficiary?
Can I merge two Investable accounts under different emails?
Can I change the account name (e.g., after a legal name change)?
Can I export my transaction history into a spreadsheet?