HOW TO

Change Investments.

To change the investment funds where your money will be invested going forward, log in to your account and follow these instructions. You can choose to apply the change to your existing balances (AKA realign) or leave the current balances in those funds.

Start by hovering your mouse over MANAGE then click “Manage Contributions”

  • Now click “Investment Elections”

  • Decide which funds you want your future money to be invested in.

  • In the column, “NEW %” go down the list and enter the percentage amount for each investment. Your “NEW %” column should equal 100%

  • Once the “NEW %” column total is 100, review your changes, then click the “Submit” button at the bottom

And you’re all set! You will receive a confirmation of your changes.