How to Change Your Investment Allocations Online



How to Change Your Investment Allocations OnlineACTIONSCREENON-SCREEN COPYHow to manage your Prudential retirement account online.Changing your asset allocations.Here’s how to choose how your contributions from your upcoming paychecks will be invested.Log In.Log in to your account. Choose your plan name on the My Accounts page.Choose the plan you want to change.User is on Account Summary page and clicks on Investment Allocations in Manage Account navigation menu.Go to Investment Allocations.On the Investment Allocations Page, click on Change Investment Allocations.Click Change Investment Allocations.Choose your Contribution sources: All my contribution types. Select the sources you want to update.Check the boxes of the funds you’d like to add to your investment portfolio and enter in how your contributions should be allocated to the investments.Check the box of the investments you want to make changes to.User enters contribution rates for the new funds.Enter how you want your contributions invested.Once total contributions equals 100%, user can click Next.Make sure it adds up to 100%.On the review screen, the user will see their current allocations and the new requests. Clicking Apply Change will submit the allocation change.The screen also displays where the confirmation will be delivered.Click Apply Changes.The transaction has been submitted, status and processing timing is shared.Done!There is a box explaining that if the user wants to move existing balances, they can click on Go To Transfers.To move money among your existing balances, click Go to Transfers.Log InLog on and take control of your retirement account today!It’s even easier on the app. So download today.Available free on the Apple App Store and Google Play.Prudential branded closing slideThis material is intended to provide information only. This material is not intended as advice or recommendation about investing or managing your retirement savings. By sharing this information, Prudential Retirement is not acting as your fiduciary as defined by the Department of Labor or otherwise. If you need investment advice, please consult with a qualified professional.Retirement products and services are provided by Prudential Retirement Insurance and Annuity Company (PRIAC), Hartford, CT or its affiliates. PRIAC is a Prudential Financial company. ? 2020 Prudential Financial, Inc. and its related entities. Prudential, the Prudential logo, the Rock symbol and Bring Your Challenges are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide.1032761-00001-00 ................
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