Here’s what you can expect and how to navigate to key features in your Accrue dashboard.

The homepage of your dashboard provides a clear overview of your balances, contributions, portfolio assets, transactions, and notifications, so you can see all your important plan details in one place.

If you have more than one 401(k) with Accrue, you’ll have access to all your accounts in one, unified space.

The homepage displays your combined balances, contributions, and transactions. You can also easily toggle between accounts to make changes to details, like contributions, portfolio selections, and settings.

The main menu in the left side of your dashboard is where you can find important pages quickly. From the menu, you can make plan selections for your contributions, portfolio assets, and transfers (for rollovers and distributions).

The notifications and task center will let you know when you need to take action or review essential plan documents.

The Contributions page, accessible from the left navigation, is where you can choose how much to contribute to your traditional and Roth 401(k). You can easily view your per-payroll contributions, employer contributions, as well as your projected total for the year.

If you have more than one employer-sponsored retirement account, you can also report outside contributions at the bottom of this page. Tracking external contributions can help you avoid overcontributing above IRS limits.

The new Documents section is where you can find essential plan documents, such as annual and quarterly statements, tax files, plan disclosures, and terms of service.

Additionally, the Shared files section is a secure way to share items with our Customer Success team.