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| To transfer money from your core 401K into your Self-Directed Brokerage Account you need to log into Your Benefits Web site. |
- Within the 'Manage Investments' area choose the ‘Transfer Money’ section
- Choose ‘Transfer Money to Individual Funds’
- Then you will be asked to choose a category. You should select ‘Brokerage Account In’.
(Note: in some cases the choice may be worded differently, for example, you may see ‘SDB Account In’ or ‘Self-Directed Window In’)
- Click ‘Continue’ to complete the request
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| For more detailed instructions, please review our ‘How to Video’ Funding an Account. |
| If you make your request before 4pm EST, the money you transfer will be available in your SDBA for trading the next business day. To see the transferred funds log into your Hewitt Financial Services account and go to ‘Balances’ under the ‘Accounts’ tab. If you have any questions regarding navigation of Your Benefits Web site, please contact your benefits team for assistance. |
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