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Update Investment Elections

Show Me How to Change My Investment Elections

To manage your investments or contributions, choose Manage Investments from the Manage My Account menu. From here you can update your future investment elections by selecting Rebalance, you can Move Money which allows you to move specific funds or a portion of a fund into another fund(s), or you can, Update Elections, which allows you to update the funds where your contributions are allocated.

Update Elections

1.  Select Change Elections from Manage Investments menu.

2.  Enter the percentages in the fields beside the desired funds. 

3. Elect whether you would also like to have your current funds (money already in the account) moved to match your new election. Selecting Yes will generate a transfer of your existing money as well as update the future allocations. Selecting No will result in no change to the existing balances.

4. Click next and follow the steps to complete the transaction. Once you submit the request you will receive a 6-digit confirmation number letting you know you have completed the transaction.