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Enrolling into your account

How do I enroll into my retirement account?

If you are enrolling for the first time, follow these instructions:

Login

  1. Go to www.EnvoyFinancial.com and click Account Login
    account-login
  2. Select your type of account for IRAs and wealth management accounts, click on the right. For 403(b)s and 401(k)s click on the left.
       
  3. You will be taken to a log in screen.
    1. For 403(b) and 401(k), see the diagram on the left.
    2. For IRAs and wealth management accounts, see the diagram on the right. 

      403b     ssn-login
  4. Username: Enter your Social Security Number (with no dashes)
  5. Password: Enter the last four digits of your Social Security Number
  6. Click Login
  7. Click the Enroll navigation link
  8. Begin enrolling

Before you begin investing, we invite you to watch a series of videos that help make sense of the investment options available to you. Here's a preview of these tutorials.