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- Enter your email address and password
- Check Remember me to save this information for next time
- Press Sign in
- Touch ID is available to plan members using the latest iOS device.
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- Press "My account balance" from the home screen
- Plan type
- Asset class
- Contribution category
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- Scroll down to view the breakdown of your balance by policy
- Click on a policy to view its investment details
- You can also view the policy details by contribution category for the policy
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- Press “Transactions” from the home screen
- Click on a transaction to view more details
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- Press “Contributions” from the home screen
- View your contributions for the past two years
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- Press “My rates of return” from the home screen
- View your rates of return for all investments
- Press “By investment” to view your rates of return by investment
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- Press Tools and calculators to access My Retirement Tools
- You can use all the calculators available
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Part 1
Getting started
View Demo