What resources are available to help with the Rollover process?
Table of Contents
To make Rollover easy, we’ve added the following resources:
An in-product, step-by-step Walkthrough
- Log in to 3 Essentials Dashboard
- Open the support menu by clicking ‘New Dashboard Support’
- Enter ‘Rollover’ into the support pop-up window.
- Click ‘Complete Rollover 2026’ for a full step-by-step walkthrough.

A clear written guide
This guide will show you how to complete the entire Rollover process directly within 3 Essentials, at your own pace. You may also download the guide as a PDF here.
