How do I request my username and password be reset? / Login assistance
How do I request a cash distribution or rollover from my account?
How do I request a new loan on my account?
What are my options now that I have left my employer?
How do I change the investments in my account?
How do I change my payroll contributions?
How do I change the amount or bank information for receiving/sending money from my bank account?
Contact Envoy by email or phone with the updated information.
How do I verify or change the beneficiaries listed on my account?
Click the gear icon in the top right corner of your account dashboard screen and select Beneficiaries.
How do I change the way my name is listed on my account?
How do I pay off my existing loan balance?
Contact Envoy by email or phone and fill out the Loan Repayment Form. The loan payoff process takes up to 7 days to process.
What expenses are being charged to my account?
You can learn more about plan expenses here: https://www.envoyfinancial.com/value-expense. If you have questions after reading this article, please call Envoy and we'd be happy to help.