In the situations where your originally scheduled lineup change needs to be canceled, you will need to remove the change. This will help you keep a more accurate account of the state of your funds.
Please note that these are all for review purposes only and require you communicate with the involved organizations outside of investGrade.
1. Log In
Start by logging into your account on the platform where your investment plans are managed.
2. Click on 'Scheduled Lineup Changes' in the main navigation
Hover on the navigation to expand the menu items.
Near the bottom of the navigation, click on 'Scheduled Lineup Changes' as denoted by a calendar icon.
3. Click 'View' on a specific plan to view its scheduled lineup changes
A side panel will slide out from the right side of the screen.
Here, you are presented with all of your plans, sorted alphabetically by default, that have a scheduled lineup change present.
Sort by plan name or number of scheduled lineup changes
4. Find the Scheduled Lineup Change you want to Cancel
Scheduled Lineup Changes are divided by three sections:
Needs Attention - Fund changes in this section are considered past their original scheduled lineup change date. These should be attended to and resolved for accurate recordkeeping.
Upcoming - Fund changes that are present in this section are the next most upcoming lineup changes.
TBD (To be Determined) - These are changes that do not have a specific date assigned for the lineup change.
Each Lineup Change card is grouped by the modification type and date of the fund changes:
Add Fund
Remove Fund
Replacement Fund)
5. Cancel Scheduled Lineup Change
It is your responsibility to confirm that the changes are accurate.
By choosing to cancel a Scheduled Lineup Change, you will see a confirmation modal to 'Confirm' or 'Close'. If confirmed, the lineup change will be cancelled and removed from the scheduled lineup changes panel.
Additional Tips
Maintain Your Documentation
Keep records of any changes made, including the original scheduled change and the modifications, for future reference or compliance needs.
Check Your Notifications
Update any related notifications or reminders to align with the new change details.
Contact Your Support
If you encounter difficulties or have questions about modifying a scheduled lineup change, please contact support.