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How do I use the 401(k) Update wizard?


  1. Open your 401(k) account.
  2. Click 
     (the Account Actions icon), and then choose Update 401(k) Holdings.

What you see in the 401(k)/403(b) Update wizard will vary based on:

  • How you've set up your 401(k) account
  • The information you enter during this update

If you need additional information for a specific screen, click a topic below to learn more.

  • Welcome to 401(k) Update
  • Total withdrawals this period
  • Total contributions this period
  • Enter information about your new loan
  • Loan Repayments
  • Your current 401(k) securities
  • Enter information for transfers
  • Transfer money from one security to another
  • Update your holdings
  • Update Summary/Loan Summary
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