Navigating Your Plan
🧠Learn how to efficiently manage and navigate through your plan’s features and options.
- How can I see how much I've contributed to my Common Wealth account?
- Where can I find my account number?
- How do I update my current income?
- How do I change the email address for my account?
- How do I update my personal details, such as my address or marital status?
- Where do I add or update the beneficiaries of my plan?
- Where can I find my annual statements?
- How can I check on the progress of my retirement plan?
- How do I change my bank account information?
- How do I update the amount of savings I have outside of the plan?
- How often should I update my plan?
- How can I view my transaction history?