Eugenio Mejia

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Activity overview

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

    Completing an Investment/Deal that You Have Been Invited To

    A Deal is and investment that you have been invited to invest in using your account. All Investments/Deals require documentation regarding the nature of your investment and approval.       So you h...

  • Eugenio Mejia created an article,

    Open an Account

    Accessing the User Portal allows you to manage your account with ease. Let's help you open an account right away!   You will need the following information: Account Type SSN Valid Email Address Va...

  • 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 Documents" radio button Choose as document type Click "Choose File" to find and upload document Click "Save" to complete your uploa...

  • 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,

    Fund an Individual Investment

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

  • 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,

    Take Withdrawals or Distributions

    Taking 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,

    Fund Your Account with a Deposit or Contribution

    Making Deposits or Contributions to your Account increases the Funds Available in your Account for transfers, payments or investments.   ***Note: Contributions by Check or Wire must also be accompa...