Investment Accounts & IRAs
- Visit https://havenmoney.com/dashboard/settings/documents
- View your Investment Account statement. The document name will be something like "Roth IRA Account Statement", or "Investment Account Statement"
- Your account number is the first two groups of letters and numbers after "Account Number", just underneath the date of the statement.
- 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!