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How do I start my new 401(k) account?
How do I start my new 401(k) account?
Updated over a week ago

If your employer recently started a 401(k) with OctaveWealth or you’re eligible to participate, then you should have received an email from [email protected] with the subject line "Welcome to [Your Company] 401(k)".

To set up your new 401(k) account, you must click on your unique enrollment link provided in that email and follow the instructions and prompts to create your account, set your contribution rate, and choose your investments.

When is the enrollment email sent?

Look for your enrollment email the first week of the month after your hire date.

What email address is it sent to?

The email address associated with your account can either be your personal email or work email. It sometimes ends up in spam so make sure to check your spam folder.

Haven't received an enrollment email yet?

If you haven't received an enrollment email, you may not yet be eligible to participate. This is likely because you either do not meet the employment or hours requirement.

When do I become eligible?

Eligibility requirements vary from company to company, and we’ll notify you when you become eligible.

Can't find the enrollment email or the link has expired?

  1. Go to octavewealth.com/resetRequest or click Forgot password? on the login page to get a new enrollment email.

  2. Enter the email address associated with your account.

  3. Click Request Link.

  4. A new enrollment email will be sent to you immediately.

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