Step 1: Login into the employer dashboard at https://employer.iconsavingsplan.com/login.
If you have any issues logging into your account, please click the link for "Don't remember your password?" or email firstname.lastname@example.org for additional assistance.
Step 2: Click COMPANY PROFILE on the left sub-nav. This action will open the Company Profile dropdown menu.
Step 3: Click BANK INFO from the Company Profile dropdown menu.
Step 4: Click LINK BANK ACCOUNT on the Bank Info screen.
Step 5: The wizard will now take you through our Plaid integration to securely link your bank account. Click CONTINUE to start the procedure.
Step 6: Select the bank from the list or use the search bar to find other banks that are not listed. If your bank is not listed, please contact email@example.com.
Step 7: Enter your online banking credentials to get the account link properly. Click SUBMIT to advance.
Step 8: Select the bank account that you would like to have the IRA contributions withdrawn from. Click CONTINUE to finalize the selection.
If you need help or have a question, please feel free to contact Icon Support at firstname.lastname@example.org.