To get started...

You can view the details of your total balance by...

When viewing by plan type...

View your recent transactions

View your yearly contributions

View your rates of return

View great retirement tools!

  • 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.
  • Press "My account balance" from the home screen
  • Plan type
  • Asset class
  • Contribution category
  • 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
  • Press “Transactions” from the home screen
  • Click on a transaction to view more details
  • Press “Contributions” from the home screen
  • View your contributions for the past two years
  • 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
  • Press Tools and calculators to access My Retirement Tools
  • You can use all the calculators available
Part 1
Getting started
View Demo