SKIP TO SITE NAVIGATION  |  SWITCH TO GRAPHICAL VERSION

Investment Elections

Investment elections are how you choose to invest future contributions to your retirement savings plan. When you set up your 401(k), you select from your plan’s funds that hold stock, bonds, and money market instruments. You can change your investment mix whenever you like, without penalty.  Changing your investment elections will only affect your future contributions; it does not change where your current balance is invested. To change where your current balance is invested, you will need to make a fund transfer.

Update the Investment Mix for Your Future Contributions:

Online Instructions

1. Log in to your account using your User ID and Password.
2. Select the Change my Investments tab on the left navigation bar.
3. Select Redirect Future.
4. Enter the percentage or amount for each investment and click Submit.
5. Verify accuracy and then click Confirm.

Automated Participant Account Services (PAS) Line Instructions
Call (800) 377-9188, 24 hours a day, seven days a week, and access your account.

1. Press 2 to access the Investment Change menu.
2. Press 4 to Redirect Future Contributions Only

Email this article

Navigation

Wachovia Retirement Services Section Navigation

• Manage & Supplement Your 401(k)
• Planning for Retirement
• Calculators & Tools
• Account FAQs
  • Online Access and Registration
  • Online Security
  • Automated Telephone Access
  • Investment Elections (current)
  • Loans
  • Withdrawals (With or Without Penalties)
  • Account Balances
  • Fund Transfers

Main Sections of the Site

• Personal Finance
• Small Business
• Corporate & Institutional
• Wealth Management
• About Wachovia
• Customer Service

Search

• Search