Am I able to cancel my investment changes because I’ve changed my mind?
Investment Allocation Changes
Changes to your investment allocations can be changed at any time. If you change your investment option allocations and wish to undo the change you can simply change the allocations back to what they previously were. Assuming you have not received a rollover or contribution before reversing the changes, your funds will be allocated as they were prior to the change.
If you wish to change your allocations back to a previous allocation after receiving another rollover or contribution, you can change your allocations for future contributions and then use the rebalance or switch function to change your existing holdings to match your new allocations or another holding allocation.
Investment Switches
Investment switches can be ‘cancelled’ provided the switch has not already completed. To cancel a pending switch:
- Select the Dashboard section under the ‘Pending’ Tab.
- Click on ‘Review’.
- Select cancel transfer.
Direct Investments
Investment changes can be ‘cancelled’ provided the trade has not already completed. To cancel a pending trade:
- Select the Dashboard section under the ‘Pending’ Tab.
- Click on ‘Review’.
- Select cancel transfer.