Accessing your Client Profile

Welcome to 401KInABox!

This section is for those who have created a profile, or have received a notification from 401KInABox that their client profile is ready.

Please feel free to watch the first few minutes of the video below to get started or follow the instructions in this article.

https://www.youtube.com/watch?v=Kvy1OX41zmI&t=5s

To begin please navigate to https://my.401kinabox.com

Fill in the log-in credentials as indicated in the box:

You will then see your 401KInABox profile; from here, let’s access your Plan page. Start by clicking on your client name (noted as Sample Client in screenshot below):

You should then see your plan name in a drop-down menu. Click your plan name.

You will then be on your plan access page, where you can review your profile, download documents, pay invoices, and more!