β Step 1: Log in to the Nabers App
Go to app.Solo401k.com.
Enter your login credentials and click Log In.
π¦ Step 2: Start the Account Opening Process
From the left-hand menu, click Accounts.
Select Open Bank Accounts.
Choose the account(s) you want to open (e.g., Pre-tax, Roth).
Click the Create button.
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π¬ Step 3: Check Your Email for Titan Bank Instructions
Go to your email inbox.
Look for an email from Titan Bank with the subject line related to your application.
Open the email and click the Continue My Application button.
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π Step 4: Verify Your Identity
You will be redirected to Titan Bank's application portal.
Titan will send an authorization code to your mobile phone.
Enter the code on the verification screen to continue.
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π Step 5: Complete Your Trust Information
After verifying your identity, youβll be prompted to complete your trust profile.
Follow the 7-step application form provided by Titan Bank.
Click Continue after completing each section.
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π€ Step 6: Submit the Application
Once all information is filled out, click the Submit button.
βYouβll receive an email confirmation that your application has been submitted.
π Step 7: Link Your Titan Bank Account in the Nabers App
Go back to your Nabers App dashboard.
Under Accounts, select Link Titan Account.
Click the Link Account button.
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π Step 8: Connect Your Account Securely via Plaid
Youβll be redirected to Plaid, a secure service for linking bank accounts.
Select Titan Bank (or your financial institution).
Click Continue, log in, and authorize the connection.
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π Step 9: Confirmation
Your Titan Bank account is now successfully linked to the Nabers App.
You can manage your new bank account directly through your dashboard.
π¬ Need Help?
If you encounter any issues during the process, reach out to our support team through your Nabers App or email us at [email protected].