Your Gusto IRA dashboard gives you a streamlined way to manage your retirement savings. Here's a quick guide to what you'll find and where.
The homepage gives you a clear overview of your combined balances, transactions, and notifications so you can see all your important plan details in one place.
If you have more than one account, like an IRA and a 401(k), you do not need to switch between them. The unified homepage shows your combined balances, contributions, and transactions. You can toggle between accounts to make changes to contributions, portfolio selections, and settings.
The main menu is on the left side of your dashboard. From here, you can manage your contributions, portfolio assets, and money movement (for transfers, rollovers, and distributions).
The Notification and Tasks center lets you know when you need to take action or review essential plan documents.
The Contributions page is where you add a bank account and choose how much to contribute to your traditional and Roth IRA. You can view your scheduled contributions and your projected total for the year.
The Documents section is where you can find essential account documents like annual and quarterly statements, tax files, disclosures, and terms of service. The Shared files section gives you a secure way to share items with our Retirement Support team.
Your settings are split into two areas:
Personal settings — view and edit your contact information, beneficiaries, connected bank accounts, and security features like your password and 2-step verification.
Traditional/Roth IRA settings — review account info like your account number and payment method.