Logo
Submit a request
Sign in
  1. Icon
  2. Businesses
  3. How-To Tutorials

How-To Tutorials

  • How to remove an employee from your plan
  • How to add a new administrator
  • How to create a new employee group
  • How to link a payroll bank account
  • How to remove a bank account
  • How to send enrollment information to your employees
  • How to review employee enrollment invite status
  • How to review pending plan access approvals
  • How to approve payroll

2443 Fillmore St, San Francisco, CA 94115

1 (503) 917-0590 Contact@IconSavingsPlan.com

  • Employers
  • Self-Employed
  • Enterprise
  • FI Academy
  • About Us
  • Contact Us
  • Blog
  • FAQs

© 2020 Icon Savings Plan. All rights reserved.  

  • Privacy
  • Disclosures

This website is operated and maintained by The Icon Savings Corporation (together with its subsidiaries and affiliates, “Icon”). By using this website, you accept our Privacy Policy.

Icon Financial Services LLC (“Icon Financial”) is an SEC registered investment advisor. Investment advisory services are provided by Icon Financial Services LLC (“Icon Financial”) through its online platform and are available only to residents of the United States over 18 years old. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature, and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a complete description of Icon’s investment advisory services. Certain investments are not suitable for all investors. Icon reserves the right to restrict or revoke any and all offers at any time.

Before opening an investment advisory account, you should review Icon Financials (Form ADV 2 Brochure) which includes a description of certain risks, conflicts, and fees associated with participating in the Icon platform. Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC, provides custody and clearing services for Icon Financial.

Icon and its affiliates do not provide tax or legal advice.

Email: Support@IconSavingsPlan.com

Tel: 503-917-0590

Information provided by Icon Customer Support is for informational and general educational purposes only and is not investment or financial advice.