Account Access

Article Content

• Overview
• Create an Account
• FAQ

Overview

Being able to access your account on our website 401kinabox.com is very important. Your client portal houses all your plan specific documents, year end data, person employee information, and more. Having challenges with accessing your account can be very frustrating, but we are here make help. 

Create an Account

1. Go to www.401kinabox.com
2. Select "Create Account"
3. You will choose "Myself"
4. Enter in your email
5. Enter in your name
6. Enter in a password
7. Check "I am not a robot"
8. Select "Sign Up"
9. We will send you an activation link to your email
10. Select the activation link in your email
11. Either create a new plan or contact us to attach you to a current plan

FAQ

• I can't login- how do I reset my password?
  • Go to www.401kinabox.com
  • Select "Login"
  • Select "Forgot Password"
  • Enter in your email address
  • Follow the instructions in the email
• I am logged in -how do I change my password?
  • Select your profile in the top right hand corner
  • Select "Account Settings"
  • Select "Change Password"
  • Enter in your new password
• What are the password qualifications?
  • 8 characters, 1 uppercase letter, 1 lowercase letter, 1 number, & 1 symbol.
• I logged into the website but my plan is not showing.
  • Please contact support@401kinabox.com
• I entered my password in wrong and now I am locked out.
  • Please contact support@401kinabox.com 
• How do I turn off the help tutorial?
  • Select your profile in the top right hand corner
  • Select "Account Settings"
  • Select "Enable/Disable Help Tutorial"