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How do I get a new invite?

Updated over 2 weeks ago

You must be eligible to participate in your employer's 401(k) plan before you can set up your OctaveWealth account.

If you're eligible but can't find your enrollment email or your link has expired, you can get a new one sent by following the instructions below.

How do I get a new enrollment email or invite?

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

  2. 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

  3. Enter your email and click Request Link.

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

  5. Click the link in the email.

  6. Create your account and follow the prompts.

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