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Account Selection

When you are requesting a financial transaction at the plan level (e.g. Plan Level Asset Transfer, Plan Level Asset Rebalancing, etc.), you will be directed to the "Plan Level" screen where you will see all of the accounts that are listed for the selected employer or plan type. You will have the option to select all or deselect one or more accounts listed by clicking the box to select either all accounts under the product or one or more. 

NOTE:  If the transaction is not allowed at the plan level, you will be directed to perform the transaction for the account at the account level.  Place your cursor over the account number for a link to redirect you to the account level screen. There, you will be able to continue with the transaction.