Access your account

yourMONEY

Access your 403(b) and IRA accounts or learn how to sign up for the first time.

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carats-aquaLog in to yourMONEY

If you already have a yourMONEY account, you can log in here to access your 403(b) and IRA accounts with Member Benefits.

Access yourMONEY for your 403(b) and IRA accounts

carats-redFirst time logging in to yourMONEY?

Create a yourMONEY account

Follow the steps below to create an online account and learn about helpful features.

STEP 1: Set up yourMONEY

To set up a yourMONEY online account, call a Member Service Representative at 1-800-279-4030. They will verify your retirement account holder information and walk you through the login process. Then view our document on next steps for setting up your account.

>>How to access yourMONEY

STEP 2: Fund your account

Once you open a retirement account, you need to do a few things to start saving.

Fund your 403(b)

Once you have opened a 403(b), you need to fund your account by filling out a Salary Reduction Agreement (SRA).

An SRA authorizes your employer to withhold either the dollar amount or percentage of pay you elect from each paycheck and send your contribution to Member Benefits. Depending on the district you work for, you will fund your account in one of three ways. Check with your human resources or payroll office to find out which SRA option your district offers.

1. Online SRA
Fill out your SRA through the yourMONEY portal. See our document for instructions.

2. Request an SRA from your school district
Obtain an SRA from your school district (HR, payroll office). Fill it out and submit it to your district’s payroll department.

3. Request an SRA from your district’s Third Party Administrator
If your school district uses a Third Party Administrator (TPA), contact your district’s TPA for instructions on how to complete the paperwork necessary to start contributing to your 403(b).

Member Benefits staff are available to answer any questions you have about your account. Give us a call at 1-800-279-4030.

Fund your IRA

Member Benefits offers several ways to fund your Traditional or Roth IRA.

  1. Monthly withdrawal from your bank account
    The Smart Plan Authorization or Modification form is used to set up an automatic monthly withdrawal from your checking or savings account. Simply complete the form and return it to WEA Member Benefits.
    • Fax: (608) 237-2529
    • Email: retirement@weabenefits.com
  2. Personal check
    Provide the completed IRA Contribution Form with your IRA contribution check.
  3. Transfer or rollover
    Complete a Exchange/Transfer/Rollover to WEA Member Benefits form. Attach a copy of a recent statement from your other IRA account (be sure to check with the other company, they may also have their own paperwork you may need to complete). All completed transfer/rollover forms (both from WEA Member Benefits and from the other company) should be returned to: WEA Member Benefits, P.O. Box 7893, Madison, WI 53707-7893.
  4. Payroll Deduction
    If you are an employee in a district that uses our Trust Advantage™ program, you may be able to payroll deduct your IRA contributions. Call us at 1-800-279-4030 and we can take your request over the phone.

More information

yourMONEY features

As a participant in one or more of our programs, yourMONEY gives you easy online access to, and management of, your retirement accounts. You can:

  • Choose the level of detail you want to see on the dashboard.
  • Change your future investment allocations or request a trade.
  • Securely download your information to Quicken or export as a CSV file.
  • Get statements on demand with your choice of date ranges.
  • See your rate of return for up to the past 10 years.
  • Access our financial wellness center and use the interactive retirement readiness tool.
  • Go green with optional electronic communications.
  • And much more!

Participant two-factor authentication further protects your personal and financial data.

Optional: Download the yourMONEY Snapshot app, an informational app that allows you to quickly review your current account. Get it from Google Play or the Apple Store. Learn more about yourMONEY Snapshot.

 

FAQs

What is a Salary Reduction Agreement (SRA)?
In order to fund your 403(b), you need to fill out an SRA. An SRA authorizes your employer to withhold either the dollar amount or percentage of pay you’ve elected from each paycheck and send your contribution to Member Benefits.

How do I find out what SRA my district uses?
Contact your district’s human resources or payroll office, or call us at 1-800-279-4030.

What if my district uses an online SRA through yourMONEY? What do I need to do?
If your district allows an online SRA, you’ll need to log in to your account through the yourMONEY portal and take these easy steps to start making contributions to your 403(b).

What if my district uses a Third Party Administrator (TPA)?
If you work in a district that uses a TPA, contact your TPA for instructions on how to fill out and submit the paperwork necessary to start contributions to your 403(b).

How do I access my 403(b) or IRA account information online?
You can access to your 403(b) and/or IRA accounts online through yourMONEY. View step-by-step instructions on how to log into yourMONEY by downloading the “How to log into yourMONEY” 

Can I access my account information over the phone?
Yes. You can call 1-800-279-2490 to find out your account balance 24 hours a day. 

Contact us

Our Member Service Representatives are here to help if you have questions.  Call 1-800-279-4030, Ext. 8567 or send us an e-mail.