From the Investment Account Holdings page, under Self Service, click "Switch investments within this account."
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Step 2
Read the onscreen mutual fund information, and then click "Continue."
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Step 3
Enter the details of your switch. First, choose the specific mutual fund you’re switching from. Next, select your switch option by choosing "All Available Balance," or enter the number of units or dollar amount. Then, choose the specific mutual funds you’re switching to, and click "Continue."
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Step 4
Enter your email address or a phone number where you can be reached, in case we need to contact you while processing your request. Then, click "Continue."
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Step 5
You’ll be prompted to read important information about switching investments. Then, click "Continue."
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Step 6
Review all the information you’ve entered. If you’re satisfied, click "Submit."
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Step 7
Record your 4-digit confirmation number.
By the way...
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1. Your Investor Profile
At any time, you can access your Investor Profile to review the details you provided about your investment objectives, risk tolerance and time horizon. Just click "Investor Profile," under Self Service. You can update your profile or, if you have no changes, simply accept it as is.
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2. Other Helpful Information
Just click "Other Information About This Account," under Self Service, for details about your last statement date, your account opening date, pre-authorized payments and more.
