Access your account
Access your WEA Trust TSA account or WEAC IRA to:
- see the balance in your account;
- check your current beneficiary information;
- change your allocations;*
- see how each investment fund performed last quarter and so far this year;*
- move funds from one investment to another;*
- and more.
*Applicable to TSA and IRA accounts with mutual funds
TRADE RESTRICTION POLICY
Effective November 1, 2005, the following trading restrictions apply to all WEA Tax Sheltered Annuity Trust and WEAC IRA mutual fund accounts:
All fund shares purchased through an exchange* require a 90-day holding period. Effective April 1, 2006, Vanguard PRIMECAP (TSA only) requires all shares purchased through an exchange* be held for one year.
*Exchanges are transfers, within a WEA Tax Sheltered Annuity Trust account or a WEAC IRA mutual fund account, of existing fund balances between the guaranteed investment and a mutual fund investment or between mutual funds.
We are unable to process any part of a trade request that attempts to trade shares that do not meet the holding requirements. Please call a consultant at 1-800-279-4030 if you need assistance
TSA program securities offered through WEA Investment Services, Inc., member NASD.
The Trustee for WEAC IRA Mutual Fund Accounts is First Business Trust & Investment Services
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