Download Account Balance

Viewing Account Balances
You may view your “Account Balance”
by clicking the appropriate section below
or via the menu bar along the top of the
page.
Account Balance
This allows you to view your account balances by
Investment, Asset Class, and Source. Fund Prospectuses
and any Fee/Trading rules will also be available on this
page.
This page defaults to the investment view. Here
you will see your account detailed out by
investment. If a prospectus or trading fee/rule
applies to any of your funds you will see the
applicable icon next to it. Simply click the icon to
view the information.
To change the way you are viewing your
account balance simply click the “Asset
Class” or “Source” tabs.
You may also view your
account by “Source” by
clicking the applicable tab.
This tab allows you to view your account by asset
class. To see the underlying investments of each
class simply click the “+” icon next to the class to
view the underlying detail.
This tab allows you to view your account
balances by “Source” types. To view the
underlying funds of each source simply
click the “+” icon next to the source and
the detailed information is provided.
Note
At anytime while viewing these tabs
you may click “Change Investment
Elections” or “Transfer Funds” to make
changes to your account.
This concludes the “Account
Balance” section of our tutorial. If
you have any questions please call a
service representative at
801.486.3087.