Eugenio Mejia

  • Total activity 44
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Activity overview

Latest activity by Eugenio Mejia
  • Eugenio Mejia created an article,

    Change how your fees are paid

    You can choose to pay from your IRA Account Balance or from a Credit Card.     Change your Fee Payment Source   Navigate to your Settings Navigate to your Invoices Select Change under Payment S...

  • Eugenio Mejia created an article,

    How to take a Screenshot

      If you are using a Windows machine:   How to take a screenshot of your active window There’s a shortcut to the above process if you want to take a screenshot of your current active window. Just p...

  • Eugenio Mejia created an article,

    Upload a Document

      Login to your account Click the "Documents" tab Click the "New Document" radio button Choose as document type Click "Choose File" to find and upload document Click "Save" to complete your upload...

  • Eugenio Mejia created an article,

    Access your Monthly Statements

    Access your monthly statements anytime for your records. Monthly statements include all the transactions for your account.   Statements are typically generated during the first week of every month....

  • Eugenio Mejia created an article,

    Create an Investment or DOI

    Investments or DOIs (Directions of Investment) allow you to allocate your funds to any investment of your choosing. All Investments require documentation regarding the nature of your investment.   ...

  • Eugenio Mejia created an article,

    Using Billpay

    Billpay simplifies the process of sending payments to Vendors every month from your Account.   Remember that Billpay payments to Retirement Accounts will be considered Contributions if their funds ...

  • Eugenio Mejia created an article,

    Make Withdrawals or Distributions

    Making Withdrawals or Distributions from your Account decreases the Funds Available in your Account for transfers, payments or investments. Remember that Withdrawals from Retirement Accounts will b...

  • Eugenio Mejia created an article,

    Make Deposits or Contributions to your Account

    Making Deposits or Contributions to your Account increases the Funds Available in your Account for transfers, payments or investments.   Remember that Deposits to Retirement Accounts will be consid...

  • Eugenio Mejia created an article,

    Link your Bank Account

    Linking your Bank Account allows you to make deposits and withdrawals from your Accounts. Remember that if you have a Retirement Account, Deposits and Withdrawals will be considered Contributions a...

  • Eugenio Mejia created an article,

    Log In to User Portal

    Accessing the User Portal allows you to manage your account with ease. Let's help you log in right away!   You will need: Username | Your Username is not always your email. Password If you've for...