Savings Accounts

  1. Visit https://havenmoney.com/dashboard/settings/documents
  2. View your Savings Account statement. The document name will be something like "Haven Savings Account October 2019"
  3. Your account number is the letters and numbers after "Account Id:". It will look something like "59f3e4ecaaa51aaa44e93bcd"

Investment Accounts

  1. Visit https://havenmoney.com/dashboard/settings/documents
  2. View your Investment Account statement. The document name will be something like "Roth IRA Account Statement", or "Investment Account Statement"
  3. Your account number is the first two groups of letters and numbers after "Account Number", just underneath the date of the statement. 
  4. For example, if the letters and numbers look like "8BW-02000-00 RR XXX", your account number is 8BW-02000.


If you have trouble locating your account number, please let us know and we'll be happy to help!

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