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First time user of yourMONEY? Access is easy

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Eric SchwartzAccessing your account with Member Benefits is takes just four steps to get started. Here's a quick outline.

Step 1: Go to

Step 2: Log in to your account. The first time you sign in:

  • Login ID = your Social Security number (no dashes or spaces)
  • Password = your date of birth (mmddyyyy).

Step 3: Personalize your login ID and password. Follow the guidelines provided.

Step 4: Create a security question.

With yourMONEY you can:

  • View detailed account information.
  • Change future investment allocations or request a trade.
  • Securely download information to Quicken or export as a CSV file.
  • Create and track your personal financial plan with our retirement goal planner.
  • Go green with electronic communications.

Prefer to use the phone?

Access your account information over the phone and connect with a member service representative during normal business hours. New self-service options are available, including over-the-phone trades.

  • Call 1-800-279-2490.
  • Username = your Social Security number.
  • Password = your date of birth (mmddyyyy).

You will be required to change your password after your initial login.

Eric Schwartz, Financial Planning Specialist