How can I make changes to my selected investments?

Making changes to your selected investments must be processed through your service provider, also called the record-keeper. You can process changes by logging into your account online, or over the phone by calling the service provider service center. When making changes, remember to change both your current allocation as well as future contributions, if appropriate. If you have additional questions about how to change your selected investments, schedule a call with one of our registered Financial Advocates here.