From your dashboard, navigate to Manage - Manage Investments.
From here you can click on "Change Elections" to change how new money going into your account is invested or you can click on "Rebalance" to change how new AND existing money is invested.
Change Elections or Rebalance?
Here you will enter your new investment elections. You may have to enter your investment elections for each source separately. Also keep in mind that all the percentages must add up to 100%. Once finished, click Next.
If you wish to update your current account balance to match the new investment elections you’ve just selected, click Yes. If you wish to only update future elections, click No. Then, click Next.
If you select Yes, a list of the fund transfers will appear before you click Next.
This new screen will have you review the changes you just made. If you need to make any adjustments click Back, otherwise click Submit.
On this screen it should say "Overall Progress: 100% Complete" and you will have a green bar below that with a confirmation number. If you do not see a confirmation number, then the changes are not final.
To change how new money and existing money is invested in your account, click on "MAKE CHANGES" below Conform to Target.
On this screen you will enter your new elections. You may have to enter them separately for each source and please keep in mind that all the elections must add up to 100%. Once finished, click Next.
If you have to enter elections separately for each source, make sure you are clicking on the "Include" button for each source you are making changes in.
The next screen will ask if you want to update your Election Percentages as well - this is how new money going into your account will be invested. If you click No then new money will still go into your account according to your old investment elections. Once finished, click Next.
This next page will ask you to review the changes you made today. If you wish to edit anything, click Back, otherwise click Submit.
This final screen will have "Overall Progress: 100% Complete" at the top along with a green banner containing a confirmation number. If you do not see a confirmation number, then the changes are not final.
