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?