Can I make a prior year contribution during signup?

Yes! You can make a prior year contribution to a new IRA with your initial deposit during signup. To do so, use the following process before April 10th:

  1. Start signing up for WiseBanyan!
  2. During Signup, choose a Retirement Milestone.
  3. On the Review Settings page, choose your preferred IRA from the dropdown list.
  4. Choose an auto-deposit (will count as current year contributions), fill out your personal information, link your bank, choose a password, and sign the agreement!
  5. On the following page click to "See Your Plan"
  6. On "Admire Your Plan", click "Update" next to your "First Deposit".
  7. On the next page, you can change your contribution to your preferred amount and choose the prior year!
  8. "Confirm Initial Deposit" and you're all set!
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