You may have registered for online access. You should be able to follow the prompts to gain online access to your 401(k). After that, connecting your 401(k) will be possible.

You may have the wrong password. You can use the reset password feature on your providers website. Once you’ve reset your password, you will be able to connect to your 401(k).

There may be a technical reason why you can’t connect. In that case, we provide alternative methods for initiating your rollover. You can schedule a call or screen share with a rollover expert, and we’ll work directly with you to finalize your rollover