Human Interest 401(k) Verifier

Overview

This tool performs basic verification on how Human Interest reinvests your 401(k) funds after your company migrates from another 401(k) provider. More Details

To maintain your privacy and security, this tool does not ask for your Human Interest username and password. Instead, we will walk you through how to copy transaction data while logged in, then paste it into this tool.

Note: This tool is not supported on mobile OSes like iOS, iPadOS, or Android.

Instructions

  1. Sign in to Human Interest
  2. Click on History in the header, then click on View More
    History screenshot
  3. Click Load More at the bottom of the All Transactions panel.
    Load More screenshot
  4. Keep scrolling and clicking Load More until you see a yellow tab labeled Plan Conversion, followed by this text: Assets from a previous provider totalling $_____ were reinvested.
  5. Click the V symbol to expand the Plan Conversion
    V Symbol screenshot
  6. Wait for Plan Conversion section to load
  7. Select all text on the page (Command-A on macOS, Control-A on Windows)
  8. Copy selected text to clipboard (Command-C on macOS, Control-C on Windows)
  9. Paste copied text to this page (Command-V on macOS, Control-V on Windows). No need to paste into an input field, just paste directly!