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Rebalance Portfolio - Single Transactions |
Transfer Funds This screen provides you the ability to transfer your current investments to one or more other investments provided under the plan. Changes to this information will cause your current investments to be liquidated, and reinvested according to your new instructions. This will affect your current investments only. No changes will be made to future deposits. Each transfer must be handled as one transaction. Example: Your plan has 10 investment choices. You want to liquidate all of the shares held in Fund A, and reinvest those sale proceeds into Fund C. You would enter 100% in column 1 (from) beside the first fund you want to change, and 100% in column 2 (to), beside the fund you want to reinvest in. Multiple changes to your investment choices will require completion of multiple screens. When you complete your transaction, the next screen will provide a confirmation number, which will be your indication the transaction was accepted. If you do not see the transaction confirmation notification, you should contact QPA to discuss your original transaction, and the status of this transaction.
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