For Your Information

Explore your options in yourMONEY

DATE | 12/01/25
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Min
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Take a quick tour of highlights from your online retirement account platform.

We hope you are finding the new yourMONEY online tool to manage your retirement account with us beneficial. Here are a few helpful functions we’d like to make sure you’re aware of.

If you have any questions about the new yourMONEY platform, call us at 1-800-279-4030.

DASHBOARD

your money dashboard

This is the opening screen in yourMONEY.

  • Click on the gear in the top right hand corner to access your personal information and beneficiary designations, and to update your password.
  • If you are an IRA account owner, set up a recurring or one-time ACH contribution using the Fund My Account tool.

NAVIGATION BAR

your money navigation bar

Explore toolbar options.

  • Manage: Manage your investment and review your transactions.
  • Forms and Reports: Access your quarterly statement.
  • Plan Selection: Toggle between accounts.

PERSONAL RATE OF RETURN

your money personal rate of return

Review your personal rate of return and investment performance.