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Frequently asked questions

All FAQs about Account Details

You can view a list of investments, change in balance for the past eight (8) quarters, details on contributions and vesting rules, and transaction history for the past two (2) quarters.

Each time a contribution is applied to your account, we identify where the contribution came from (you or your employer) and if it is pre-tax or post-tax money.

If a vested balance doesn't show, it means an account doesn't subscribe to our service that tracks vested balances. We require that service to ensure the accuracy of the figures.

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