Financial Fitness Blog

First time user of yourMONEY? Access is easy

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

Step 1: Go to weabenefits.com/yourmoney.

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

Last Edited by Julie at 7/30/2015 3:30 PM

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Contact Info

Personal Insurance Services:
1-800-279-4030

Retirement and Investment Services:
1-800-279-4030

WEA Member Benefits

The 403(b) retirement program is offered by the WEA TSA Trust. TSA program registered representatives are licensed through WEA Investment Services, Inc., member FINRA.

The Trustee Custodian for the WEAC IRA accounts is Newport Trust Company.

All investment advisory services are offered through WEA Financial Advisors, Inc.

Property and casualty insurance programs are underwritten by WEA Property & Casualty Insurance Company. The terms and conditions of your coverage are exclusively controlled by your written policy. Please refer to your policy for details.

If you choose to invest in the WEA Tax Sheltered Annuity or WEAC IRA program, fees will apply. Consider all expenses before investing.

Program administered by LTCi Marketing Administrators (LiMA). Long-term care (LTC) insurance products are underwritten by multiple LTC insurers.

Interest is compounded daily to produce a 3.15% yield net of Prudential's administrative fee of 0.60%. PRIAC is compensated in connection with this product by deducting an amount for investment expenses and risk from the investment experience of certain assets held in PRIAC's general account. For more information, go to weabenefits.com/pru.

Target retirement funds invest in a mix of stock and bond funds that steadily become more conservative as they approach their target date. Target retirement funds are not guaranteed and may gain or lose value now and after their target date.

Keep in mind that mutual fund investments are not guaranteed and may gain or lose value. Past performance is no guarantee for future results. Future performance may be lower or higher than past performance. Before investing in any mutual fund, call WEA Member Benefits at 1-800-279-4030 to request a prospectus. We advise you to read it carefully and consider the fund's investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the investment company.

Seminars are free to attend; however, if you choose to invest in the WEA Tax Sheltered Annuity or WEAC IRA program, fees will apply. Consider all expenses before investing.

This is for informational purposes only and is not intended to constitute legal, financial, or tax advice. Certain recommendations or guidelines may not be appropriate for everyone. Consult your personal advisor or attorney for advice specific to your unique circumstances before taking action.

Equipment Breakdown insurance is underwritten by Mutual Boiler Re.

The Trustee Custodian for the Personal Investment Accounts is Mid Atlantic Trust Company. The Personal Investment Account Program is offered by WEA Financial Advisors, Inc., a registered and investment advisor under the WEA Member Benefit Trust.