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Account Access
Account Access
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FBA: Individuals

FBA401K

FBA401k has built a relationship with the Fidelity’s Institutional FundsNetwork (IFN), which offers access to more than 4,200 no load mutual funds from over 430 of America’s most popular fund companies. 

This approach was chosen by FBA401k to allow us the flexibility to select among the finest fund managers available.  Since no one fund family can offer the best funds in each asset class, it only makes sense to be able to pick from the “best of the best” and not be limited in what we are able offer.  This freedom allows us to provide participants with an opportunity to build an individualized asset allocation portfolio, which is an essential part of retirement planning.

FBA401k is proud to offer superior customer service and easy to use internet access for your retirement savings account.  Our website provides access to your account information, investment performance (updated daily), and selected transactions 24 hours a day, 7 days a week (excluding normal system maintenance). 

To establish internet access for your account, please call FBA401k and request your Personal Identification Number.  After initially logging in, you will be able to change your User ID and PIN. 

Stock Market: Exit at Your Own Risk

Basics of Mutual Fund Investing

Excessive Trading Policies

Beneficiary Designation Form Instructions

Beneficiary Designation Form

 

 

The following services are available online:

Account Information

  • Account Balances
  • Loan Information
  • Allocation Information
  • Withdrawal Information

Investment Information

  • Fund Performance
  • Shares/Unit Values
  • Investment Objective

 

Transactions

  • Allocation Changes
  • Transfers Between Funds
  • Address Changes

 

Educational Material

  • Retirement Calculator
  • Morningstar Reports
  • Retirement Articles

 


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