How do I access my account information online?
When you are enrolled in the pension plan, you are automatically assigned a user name and password. This information is provided to you in your Welcome Kit.
- When you log on for the first time, you will be asked to change your username and password.
- If at any time, you have forgotten your password, you can call the website support team on +1 441 298 0301 (or by email at firstname.lastname@example.org), and they will help you reset it.
- Once online, you can access your account balance by fund, your contribution history, all activity by fund, rates of return and fund fact sheets. You can also change your address online, make requests to change your investment instructions or make requests to transfer funds from your current holdings to a new mix of funds.