1. Before You Begin

You must be logged in to your account to make changes: http://leverageretirement.io/login

2. Navigate to the Investment Elections Page

❶ Hover your mouse over the MANAGE tab then click Contributions subtab

❷ Now click Update my investments inside the Investment Elections icon

3. Make your election & Submit your changes

Your current investment elections are shown in the Current Election column. To make changes, enter your desired percentages in the New Election column for each investment option. Your total allocation must equal 100%.

As you update your selections, your current mix and new mix will be displayed on the right for comparison. Once you are satisfied with your changes, click Submit.

Requests are typically processed by the next business day. Trades are placed at 3:00 PM Central Time, so requests submitted before 3:00 PM will generally be processed the following business day. Requests submitted after 3:00 PM may take an additional business day.