We've made some exciting updates to enhance your experience: * Switch Profiles with Ease Move between profiles seamlessly—whether you’re managing your own account or handling client portfolios, everything stays organized and accessible. * Open New IRA Accounts Faster Getting started with a new IRA is now more streamlined. Set up accounts with improved flows designed to reduce friction and save time. * Stability Improvements We’ve enhanced performance across the app to ensure faster load times, fewer interruptions, and a more reliable experience.

We've made some exciting updates to enhance your experience: * Crypto Portfolios: Invest in professionally managed crypto portfolios, powered by Bitwise, now available directly in the app. * Roth SIMPLE IRA:  We've added support for Roth SIMPLE IRA contributions under SECURE 2.0, giving you more flexibility for tax-free retirement savings. * Stability & UI Improvements:  We've fine-tuned the app with performance enhancements and UI optimizations to make your experience smoother than ever.

We've made some exciting updates to enhance your WealthRabbit experience: * SEP IRA Now Available You can now set up a SEP IRA directly in the app, making retirement saving easier for self-employed individuals and business owners.

We've made some exciting updates to enhance your WealthRabbit experience: * SEP IRA Now Available You can now set up a SEP IRA directly in the app, making retirement saving easier for self-employed individuals and business owners. * Crypto Portfolio with Bitwise We've partnered with Bitwise to offer crypto Portfolios alongside with our core Portfolios. * Transaction History Employer can now view employee transaction history and track contribution in real time.

We've made some key updates to enhance your experience: * Bug Fixes We've squashed some bugs to improve overall app performance and stability.

We've made some key updates to enhance your experience: * Bug Fixes We've squashed some bugs to improve overall app performance and stability.

We’ve made some key updates to enhance your experience: * Improved UI We’ve fine-tuned the app with UI optimizations to make navigation faster and more intuitive than ever. * Employer Functionality Employers can now add and invite employees to their SIMPLE IRA plans directly from the app. * Bug Fixes We've squashed some bugs to improve overall app performance and stability.

We’ve made some exciting updates to enhance your WealthRabbit experience: * New Employer Access:  Employers can now easily manage their employees' IRA accounts directly within the app, streamlining retirement plan management for businesses. * Improved App Experience:  Enjoy a faster, more efficient app experience with performance improvements that make managing your IRA even smoother. * UI Enhancements:  A refreshed design ensures a more intuitive, user-friendly interface for seamless navigation.

We’ve made some exciting updates to help you get even more from your WealthRabbit experience: * Traditional & Roth IRAs Now individuals can open and manage Traditional and Roth IRAs right from the app. * Push Notifications Stay on top of contributions, investments, and account activity with real-time alerts. * Improved app experience As always, we’ve made performance improvements and fixes to keep things running smoothly.

We’ve made some exciting updates to help you get even more from your WealthRabbit experience: * Improved app experience We’ve fine-tuned the app with UI updates to make navigation faster and more intuitive.

We’ve made some exciting updates to help you get even more from your WealthRabbit experience: * Improved app experience We’ve fine-tuned the app with UI updates to make navigation faster and more intuitive. * Enhanced contribution & investment management Easily modify, pause, or resume contributions and adjust your investment portfolio to match your goals. * Streamlined beneficiary updates Add or update beneficiary info right from your dashboard in just a few taps.

We’ve made some exciting updates to help you get even more from your WealthRabbit experience: • Secure 2.0: Student Loan Match is Here! Employers can now make retirement contributions that match employee student loan payments. • Track Your Growth Visually View your retirement plan’s progress over time with a clear, visual summary. • Improved App Experience We’ve fine-tuned the app with UI optimizations to make navigation faster and more intuitive than ever.

We’re excited to share the latest updates to our app! • Sign in with Face ID/Touch ID: Enjoy a faster and more secure way to access your account with our new biometric authentication feature. • UI Optimizations:  Experience a smoother and more intuitive user interface. Navigate the app with ease! • Switch Business: Seamlessly switch between different business profiles within the app. We hope you enjoy these new features and welcome your feedback!

• SEP IRA for Employees – Easy retirement savings for self-employed & small business employees. • Investment Portfolio – Track and manage your investments all in one place. • Contribution Tracking – Stay on top of your retirement contributions effortlessly. • Rollover Options – Seamlessly transfer funds without the hassle.

- We've expanded WealthRabbit to fit your needs! Now enjoy a seamless experience on iPads with optimized screens designed for better navigation and usability. - WealthRabbit makes managing your SIMPLE IRA effortless. Track contributions in real time, stay informed with investment insights, and watch your investment grow—anytime, anywhere. - Stabilization improvements.

- We’ve expanded WealthRabbit to fit your needs! Now enjoy a seamless experience on iPads with optimized screens designed for better navigation and usability. - WealthRabbit makes managing your SIMPLE IRA effortless. Track contributions in real time, stay informed with investment insights, and watch your investment grow—anytime, anywhere.

- Discover a smoother experience with improved designs, enhanced features, and effortless functionality updates across the app!

Introducing Employee Onboarding! We’re making it easier than ever to get started with WealthRabbit’s SIMPLE IRA! Our latest feature streamlines the process of enrolling, saving time and ensuring a seamless experience. Highlights: - Enhanced Security: Safeguard your data with industry-leading encryptions and privacy measures. - Quick Setup: Set up your account in a few simple steps. - E-Sign Agreements: Easily sign agreements electronically. - Real-Time Insights: Track your portfolios on the go.