Create or change IRA contributions online

DATE | 04/15/24
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You've got options.

When you log in to your IRA retirement account through yourMONEY, you have the option of starting or changing your contributions in the portal.

You can choose between a one-time or a recurring contribution. A one-time contribution is a lump sum contribution and may take 7-10 days to process, while a recurring contribution is a monthly scheduled contribution that is automatically pulled from your bank account on or around the 15th of each month.

It’s simple and straightforward to do:

  1. After logging into your yourMONEY portal, click on the Plans header.
  2. Hover your mouse over ‘Contributions’ and select either ‘One-Time Contribution’ or ‘Recurring Contribution.’
  3. Fill in the necessary information, including the name of your financial institution, routing number, and your account number.

You can modify or cancel your contribution choices at any time. Cancel or modify a recurring contribution by the 13th for it to be effective the same month.

To learn more about managing your IRA contributions in yourMONEY, view a quick video or call us with any questions at 1-800-279-4030.