There are two types of changes that you can make with respect to the manner in which your account is invested: 1) a change in the way future contributions are invested, and 2) a change in the way your current account balance is invested.
An allocation change is the way you direct the investment allocation of your future contributions. An inter-fund exchange (transfer) is the way you change the manner in which the current assets in your account are invested.
There are several ways that you will be able to make an allocation change or transfer assets among fund options.
- Call Customer Service at (800) 584-6001.
Customer Service is available Monday - Friday 5:00 a.m. – 6:00 p.m. (Pacific Time).
- Utilize the voice response unit (VRU) by dialing the above toll-free number available 24 hours a day.
- Access your account through this website by selecting the Account Access icon located on the left bar menu.
- Call our Portland office at (503) 937-0378 or toll-free at (800) 238-6281 if you would like to meet with one of the local representatives for assistance in making investment changes.
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You are still able to maintain your existing account with Advantis Credit Union. You can elect to direct your contributions to Voya, Advantis or both. You can choose to transfer all or a portion of your account with Advantis to Voya.
In addition, you can transfer amounts from your Voya account to Advantis. For further information, call our Portland office at (503) 785-2528 or toll-free at (800) 547-5532.
Voya and Advantis Credit Union are not affiliated companies.
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Any securities or insurance products offered to you by Voya are: 1) Not a Deposit; 2) Not FDIC/NCUSIF insured; 3) Not insured by any federal government agency; 4) Not guaranteed by the bank/credit union; and 5) May involve investment risk and may go down in value.