Guide to Using this Page

View History

View History
1Transaction history

View details of investment product purchases using contributions, switching, and other transactions.
Time required to display details of recent transactions varies depending on the particular investment product and transaction type.

2Access history

View details of past changes to investment allocations, password changes, and other account-related procedures.
Generally, this information is available the day after a change has been made.

3Fee history

View your Fee history and other past charges.
Time required to display details of fees recently incurred varies depending on the particular fee or charge.

4Participant contribution (Adjustments) History

You can see next contribution and contribution history.
Next contribution (Contribution schedule/effective date of contribution) is updated on the following day of next business day.

5Account Statement for Defined Contribution Pension Plan

You can download up to 5 Account Statements for Defined Contribution Pension Plan.

 

Note:

You can access each history for the last 12 months.

* You can access Participant contribution (Adjustment) History for the last 6 years.