Eugenio Mejia

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Articles

Votes on activity by Eugenio Mejia Recent activity Votes
  • 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...

  • 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...

  • 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 Profile Navigate to your Invoices Select Change under Payment So...

  • 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...

  • 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...

  • 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....

  • Create a New Investment on Your Own

    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...

  • 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 ...

  • 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...

  • 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...