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How to Update or Change Your Email Address

Learn how to update or change the email address associated with your Solo 401k online portal

Select "Plan Administration" the left hand menu and choose "Tools"

Start by logging into your Solo 401k portal and choose "Plan Administration" from the left hand menu. Then select "Tools" to open the new menu.

Click on "Change Plan Info"

Click the icon for "Change plan info" to update your email address

Enter your new email address and scroll down to Save

Update your email address in the "Email" field, then scroll down to save. You do not need to redraw your plan documents, or generate a new Docusign link if your email address is the only item changing.

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