Once you had submitted a change for a plan lineup, you can review all of the modifications that are in progress in a single place. Please note that these are all for review purposes only and require you communicate with the involved organizations outside of investGrade.
1. Log In to Your Account
Start by logging into your account 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. Plan Specific Lineup Changes
In this panel is a list of the lineup changes for the specific plan chosen in the previous step. Here, you may cancel, or modify / update any specific scheduled lineup changes.
It is your responsibility to confirm that the changes are accurate.
Additional Tips
Review Change Details
For each scheduled change, there might be an option to view more details or edit the change if plans have shifted or new information has become available.
Set or Update Reminders
Check if you can set or update reminders for each change to ensure you're prepared for any portfolio adjustments on the effective date.
Confirm Changes
Some platforms might require you to confirm scheduled changes as the effective date approaches, so keep an eye out for any action items or notifications.
Contact Support
If you're having trouble finding or accessing scheduled lineup changes, don't hesitate to contact customer support for assistance.