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  3. Getting Started for Account Holders

Enrolling into your account

How do I enroll into my retirement account?

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

Login

  • Go to www.EnvoyFinancial.com and click Account Login
  • Username: Enter your Social Security Number (with no dashes)
  • Password: Enter the last four digits of your Social Security Number
  • Select Account Holder from the drop-down menu
  • Click Login
  • Click the Enroll navigation link
  • Begin enrolling

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To register your account, go here.