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Frequently asked questions

FAQs – Your Portfolio

Log in to your account. Under My Account, look for the Retirement Plans & IRAs section. Underneath, select Manage Investments.

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Log in to your account. In the Support menu, look in the right column and select Open an Account to start the process.

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Log in to your account. Under My Account, look for the Other Accounts section.

Underneath, select Personal Annuities to see your account information.

Note: If your After-Tax Annuity is owned by a trust, you cannot view the account online. Call 800-223-1200 for information.

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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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Log in to your account. Under My Account, look for the Other Accounts section. Underneath, select Directly Held Mutual Funds.

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Log in to your account. Under My Account, look for the Retirement Plans & IRAs section.

Select Manage Investments then select Change My Investments. Make your changes. You will receive an online confirmation of your transaction and later a copy in the mail.

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Log in to your account. Under My Account, look for the Other Accounts section.

Underneath, click Directly Held Mutual Funds. Next, select Purchase Shares and then follow the steps.

If we don’t have your bank information, visit our Support tab and click on Online Forms. Find and fill out an Account Services form. An automatic investment plan allows you to deposit a specific amount ($100 or greater) to your mutual fund account either every month or twice a month. Look for this option on your Account Services Agreement Form.

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We update your balances daily with the market closing prices of each investment. This usually occurs by 9:30 p.m. (ET). Occasionally, balances are not updated until the next business day.

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Online help

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800-842-2252
Weekdays, 8 am-10 pm (ET)
Saturdays, 9 am-6 pm (ET)

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This material is for informational or educational purposes only and does not constitute a recommendation or investment advice in connection with a distribution, transfer or rollover, a purchase or sale of securities or other investment property, or the management of securities or other investments, including the development of an investment strategy or retention of an investment manager or advisor. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made in consultation with an investor’s personal advisor based on the investor’s own objectives and circumstances.
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