How to Make Account Changes
Change Elections
You can change your account by changing your current investment elections. This transaction affects only FUTURE contributions going into your account.
An example of an Election Change:
To make changes to your EXISTING balance, you would need to Move Money (see below).
Move Money
Making changes to your current account balance can be done by going to the Move Money tab. This will move existing money from one fund to another
fund.
An example of a percentage to percentage transfer:
An example of a dollar to dollar transfer:
An example of a dollar to percentage transfer:
Rebalance
Rebalancing your account allows you to enter “target” percentages to move the money into your targeted fund choices. This would be good to use when you know what you want your account balance to look like when you are done transferring.
Use the Recurring Rebalance tab to have your account rebalanced on a recurring basis.
Conform Ending Balance
This allows you to “rebalance” your existing account balance to match your current investment percentage allocations. For example,
if your current allocations were 50% in Fund A and 50% in Fund B, but over time your balances had changed, this step will
align them with your original election:
An example of a “Conform Ending Balance” account rebalance:
Conform to Target
This allows you to enter “target” percentages to move the money into your targeted fund choices. This would be good to use when you know what you want your account balance to look like when you are done transferring. For example, you would like to move all of your existing account balances to Fund A.
An example of a “Conform to Target” rebalance:
