Accounts

Be sure to follow on-screen instructions to guide you through all the new features. By clicking into the “Accounts” tab, options on your accounts will be visible on the left side of the screen.

Not all options are available to all investment products.

Investment Summary

After clicking on one of your accounts, you will see a listing of investments held within that account. From this screen you can purchase a new investment using the menu on the left side of the screen.

Investment Details

Click on one of your current investments to bring up the Investment Details screen. From here you can make additional deposits to a savings account or maturing certificate of participation or withdraws.

Please remember, making a withdraw from a certificate of participation before it has matured will incur an early withdraw penalty on the amount withdrawn.

Loan Details

After clicking on the Accounts tab at the top, click on one of your loans to bring up the Loan Details screen. From this screen you can edit automatic payment settings or make a payment using the menu on the left side of the screen.