Your Access Portal
now has a redesigned interface
HERE'S WHAT'S CHANGING
- Your online account is being updated with a refreshed design
- All your important information is now up front and easier to access
- The new interface will allow us to more easily roll out the latest features and tools in the future
FREQUENTLY ASKED QUESTIONS
No, all of your account information and previously available features will remain.
They are just displayed in a more accessible design.
Yes, all of your current account information and history has been transferred to the new look.
Once the transition to the new interface has been completed, the original site will be deactivated.
However, all of your previously available account information and settings will still be available –
and easier to access than before.
Click the arrow to the left to expand any one of the headings: Account Balance, Available funds,
Investment Instructions, Beneficiary Set, Contribution Summary, Pending Trade Status, Statements or Detail.
Any previously available fund fact sheets, prospectuses, and other investment documentation will continue to be available to you.
Simply click the “Documents” button on the home page for access.
All previously available functions remain the same.
Click the Edit icon beside your Email or Home address to change that information.
If the Edit icon is not shown, contact your administrator regarding the process to change this information.
To sign out, click on the Logout icon at the top-right of each page.
Nothing’s changing – the site adheres to the same privacy and security standards as in the past.