I just made a contribution. Where can I find the deposit status and confirmation?
When you make contributions, you’ll get account statements at the end of the month and individual transaction confirmations in your Documents page. You can also go into the “Activity” tab of a specific retirement account to see the pending deposit, which will have the amount, date, and account details. After the funds are transferred (deposit settles usually in 1 to 3 business days), you’ll get an email notification and the “pending” deposit will switch to completed.
How to find your activity tab
To find the Activity tab, go to your Accounts page and select the retirement account that you want to view the activity for.
In this example, we’ve selected the Roth IRA, which shows me all of my deposits and investments.
