Welcome to the Help Center

Opting Out of Personalized Investing

When you have enrolled in a personalized investment strategy, your online account will display this under Manage My Account > Manage Investments.

If you would like to opt out of your personalized investment strategy and choose your own investments, click the "Create My Strategy" button to access your managed account program. Proceed through the model and select "Opt Out of This Program". 

Review your current investments, make your new elections, and click "Save". Upon saving, you will have opted out of the personalized investment program and will be choosing your own investment elections.

You may also like...

Was this article helpful?
Thank you for your feedback!
How can we make this article better?
User Icon

Thank you for your feedback!

Popular Articles

Recent Articles

Stay Connected

© 2024 Sentinel Benefits & Financial Group, All Rights Reserved.

Sentinel Benefits & Financial Group and eMoney Advisor, LLC, Broadridge Investor Communication Solutions, Inc., and Zywave, Inc. are separate, unaffiliated companies that are not responsible for each other's services and products.

Financial planning and investment advice are offered through Sentinel Pension Advisors, Inc., an SEC registered investment advisor. Insurance products offered through Sentinel Insurance Agency, Inc. Investment brokerage services offered through Sentinel Securities, Inc. Member FINRA & SIPC. Sentinel Benefits & Financial Group is the brand name for the Sentinel family of companies which includes Sentinel Benefits Group, Inc., Sentinel Pension Advisors, Inc., Sentinel Insurance Agency, Inc., and Sentinel Securities, Inc.

Sentinel Benefits & Financial Group and its affiliates do not provide tax advice. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. The information provided is for educational and informational purposes only and is not intended, nor should it be interpreted, as an offer, solicitation, or recommendation to purchase or sell any security mentioned.