De-Enrollment Instructions

Follow the instructions below to de-enroll in an investment:

1. Find the investment you want to de-enroll in.

2. Click on the De-enroll button

• Click on the De-enroll button for the investment you want to enroll or denroll from.

  

  Dashboard, De-Enroll Button Location

3. Answer the pop-up message

• Answer the pop-up message by clicking either the Item: Yes or Item: No selections.

  

  Dashboard, De-Enroll Pop-up

  Action Complete

  You have successfully de-enrolled in the investment. You should see the following as a result:

  

  Dashboard, De-Enroll Action Complete