Viewing and Changing Investment Elections

Slides:

Advertisements

Similar presentations

Support.ebsco.com EBSCOhost Collection Manager Approver Account Functions Tutorial.

Advertisements

Intelligent Utilities Intelligent Utilities Intelligent Utilities Intelligent Utilities Intelligent Utilities Intelligent Utilities Intelligent Utilities.

How to Use HSPInStore.com A Honeywell Branded Signage Site for Distributor Partners & Buying Group Members

Please enter your “Client id” Please enter your “Password” Please enter your “PAN/DOB” Please choose “Equity” as Product. Please click on “Submit”

Click the Enter button to begin using the Compendium Click to continue.

WELCOME TO SKYWARD EMPLOYEE ACCESS Step 1

Course Request selection through Parent Portal 2015.

Procurement Card Training Strategic Account Management (SAM)

Login as an Authorized User Begin at: Click MyUSU – ( third link across the top of the page) Click Login to TouchNet (payment system)

ENROLLMENT PRESENTATION. TABLE OF CONTENTS 1.Logging into Your AccountLogging into Your Account 2.Web Features OverviewWeb Features Overview 3.Begin Enrollment.

TritonLink Online E-Check Payments for Parents and/or Payers.

J-ESS Tutorial W-4/VA-4 Tax Information Update. 2 J-Ess Tutorial – Enter JMU e-ID & Password Enter your JMU e-ID and Password Then click Sign In to log.

Quick Reference Guide Welcome TEST USER Version_NSU_ HELP RETIREMENT MANAGER DEMO FEEDBACK.

Setting up MyChisholm. Access the Chisholm website From any of the Chisholm campuses the website is accessible either by clicking home or typing “intranet”

At the login page, you will enter the following: Click “Logon” Do not use dashes in User ID.

Students are able to generate a one-time login through their VTAC User Account.  The login details will need to be forwarded to the person nominated to.

How can I access my account over the phone? Please call the BISYS participant inquiry line at The automated system will then prompt you.

Replacement Parts Pros How to…Order Products Home Page: Displays the different categories of product Drop down menu lists the.

Log in to your Cougar Net. Once in your Cougarnet, click on the Staff Tab.

ONLY 5 basic steps for Unit Ordering! 1.Login to the system 2.Click on the ORDERS menu along the top 3.Under “Popcorn” click on “Unit Order for Take Order”

The link to the Custom Point Login is:

SATERN for Supervisors Updated: December Session Objectives At the end of the session, participants will be able to:  Describe SATERN  Log in.

Your login page remains the same. Once you log into jafrabiz.com, you will see a new Ordering Option. One more Option to Place Your Online Orders!

Nurture My Child Tutorial Steps to Creating & Using a Family Account This tutorial has been created for families. It gives you a step-by-step procedure.

1. To request that we post your tour at REALTOR.com, click the REALTOR.com button (there is a charge of $5.95 per tour posting) 2.Check the ‘Post my tour’

Here is the login page for ordering your criminal background checks. Please note that you must use Internet Explorer for this program. Step 1: Click here.

Lesson 1: Develop an understanding of the online admissions form. Lesson 2: Show students how to access the online admissions form. Lesson 3: Assist students.

Indiana Utility Regulatory Commission Electronic Filing System “EFS” Tutorial.

Instant Enrollment Tutorial Updated March 21, 2012.

Quick Info Tables: Unsubmitted Transactions Transactions with Alerts

Claiming Your Google Listing

SUBMITTING A PAYMENT REQUEST FORM

The following is an example of how to enter Girl orders in the Nut-E system. All of the products and recognitions shown in this presentation are for demonstration.

Centenary College e-Bill Tutorial

PO INVOICE ENTRY Creating a PO Invoice Let’s Get Started

Parent Portion of the Student Profile

Scholarship America Dollars for Scholars: Completing the Student Profile All Dollars for Scholars scholarships are applied for online via the Dollars.

Scholarship America Dollars for Scholars

The Smarter Balanced Assessment Consortium

Wethersfield Dollars for Scholars For additional help contact us at:

Course Request selection through Parent Portal

STEP 1 – You must reset your password if using the system for the first time. Enter your details here.

The Smarter Balanced Assessment Consortium

The Smarter Balanced Assessment Consortium

Weichert.com Admin Tutorial

Faculty Verification of Theses/Dissertations in Digital Commons

Employee Self Service An Introduction to Premier ESS.

Scholarship America Dollars for Scholars

Rr Donnelley Custom point.

ePerformance Requesting colleague input Step 1 Step 2 Step 3 Step 4

Exception Basics DARS provides authorized users a means to override requirements for individual students.

Log-In Instructions for In Roll

Parent University: Pinnacle Training

Welcome to your Memorial Hermann Reference Guide!

ERMA Web System.

The Smarter Balanced Assessment Consortium

Grofar Destinations data

The Smarter Balanced Assessment Consortium

EMPLOYEE ACTION MANUAL FOR MANAGERS

Transferring Funds.

Monthly Reconciliation Form Speedtype Approvers

Viewing Account/Web History and Modeling Loans

SAR Notetaker Submitting and Accessing Notes

ENTERING SERVICE REQUEST

Scholarship America Dollars for Scholars: Completing the Student Profile All Dollars for Scholars scholarships are applied for online via the Dollars.

Towson University Store

Completing the School Official Portion of the Student Profile

Completing the Transcript Information

Presentation transcript:

Viewing and Changing Investment Elections

Investment Elections You may “View” your investment elections by moving your cursor over the “Investments” option on the top menu bar and clicking “Investment Election Info.”

This option allows you to view your current investment elections This option allows you to view your current investment elections. It lists the funds (which are all hyperlinked to Morningstar) and shows a Chart View of your current investment elections. You may change the chart to a bar graph by clicking “Graph View.”

Investment Elections You may “Change” your investment elections by moving your cursor over the “Transactions” option on the top menu bar and clicking the “Investment Elections” option.

To change your investment Elections simply enter the applicable percentage next to the associated fund. Please note your elections MUST total 100%. Prospectus and trading fees/rules are also available by clicking the appropriate icon. This page also lists your current investment elections for reference when making your decision.

After you have verified that your new elections total 100%, you can choose to “Graph” your new elections, “Reset” if you are not satisfied and want to start over, or click “Submit” to request the change be made. If your are comfortable with the elections you have selected you also have the option to “realign all EXISTING balances to mirror your new elections” by checking this box. This will create buys and/or sells to conform your ending balances to match your new elections.

Once you have clicked the “Submit” button a summary of your changes will be provided for final verification. If you are satisfied simply click the “Continue” button to make your changes final.

After clicking the continue button you will receive a confirmation number for your records of the associated transaction along with the final summary detail. If you have entered your email address in the “Personal Information” section, you will also receive a confirmation email of this transaction.

This concludes the “Viewing and Changing Investment Elections” section of our tutorial. If you have any questions please call a service representative at 801.486.3087.