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Rebalance Portfolio - Single Transactions |
Reports Your Plan Sponsor may elect to make various reports available to you on the web site. The most common report would be your Participant Certificate, which will show you the activity that has occurred within your account as well as the market value as of a specified date. Choose the date range you wish to see (or print), then click "Submit". You may either wait on the report to be displayed in Adobe Acrobat on your screen, or log back into the system later and retrieve the report. ![]() |
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