24/7 ACCOUNT ACCESS
1. Go to alerusrb.com and click Login.
consent form and terms and conditions. Click Accept. 4. On the next page, select a phone number and your preferred method of authentication (text or call). Ensure the information is correct and click Submit. 5. Enter the six-digit code sent via text or call and click Submit . 6. From the MY ALERUS dashboard, select your plan under Accounts and click any of the Quick Links.
2. The first time you log in, you will need to create an account. Click Sign Up or Create Account.
You will need your Social Security Number and Date of Birth. You will also need one of the following: ▪ Alerus Retirement and Benefits Hire Date ▪ Alerus Retirement Plan Number 666377 ▪ Alerus Bank Account Number ▪ Alerus Bank Debit Card Number ▪ Alerus Wealth Management Account Number
SUMMARY •
MY BALANCE • View balance by investment, source, or asset class. • Query an activity summary by investment or source. • Download your account history to import into Quicken or in a universal CSV format.
MY CONTRIBUTIONS • Contribution Summary provides: • “At -a- glance” contribution history, by source,foreachyearwith Alerus. • Your year-to-date contributions by source. • Click on Contribution Investments to view how your future contributions are being invested.
View customized alerts regarding your plan or your company. Access high-level, “at -a- glance” summary information. • Year-to-date Account Balance. • Personal Rate of Return. • Balance History. Use calculators to help plan your retirement. Download the most recent Future Focus newsletter. View name, address, and profile information, and manage statement delivery in My Profile.
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CHANGE MY INVESTMENTS Use step-by-step instructions to: • Change how future contributions are invested. • Change how your current account balance is invested. • Transfer specific amounts. • Establish a schedule to automatically rebalance your account. • View pending transactions.
INVESTMENT PERFORMANCE • View Personal Rate of Return for stated time frames or a specific date range. • Access fund performance, expense ratios, and prospectuses. • Search for investments prices by date, or simply view the daily price.
MYDOCUMENTS
• Retrieve copies of your statements. • View the confirmation of activity you initiated in your account. • Download tax documents related to your account. CHANGE MY CONTRIBUTIONS , LOAN CENTER , and/or DISTRIBUTION CENTER will show if your plan allows the feature.
TELEPHONE ACCOUNT ACCESS 1. Call 800.795.2697.
4. Navigate by following the prompts:
2. Enter your Social Security Number (SSN). 3. Enter your PIN, the default PIN is the last four digits of your SSN, plus the last two
• Press 1for account information/changes.
• Press 2for loans.
• Press 3 for investment pricing. • Press 6 to change your PIN.
digits of your birth year.
Questions? Our client service center representatives are eager to assist you Mondaythrough Friday,7a.m. to 6 p.m., Central time at 800.433.1685.
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DISABILITY – SHORT TERM I
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