Co-op Account Management
Yes. Cooperatives can create an online log-in to view all cooperative accounts under the cooperative tax identification number. You are also able to view account statements and tax forms (if created).
To create the log-in:
- Log in to your account
- Under the “New User” banner, click the “Register” button
- Follow the Username and Password requirements. You will need to use the last four digits of the cooperative tax identification number, one of the cooperative account numbers and a fund position from that account.
- You will be prompted to confirm a security code that will be texted or emailed to you before successfully logging in and seeing each account.
Participants can create an individual online log in to view their deferred compensation plan account under their social security number. They will follow the steps above using the last four digits of their social security number and their account number and fund position.
Deferred compensation accounts only allow online viewing. No
transactions can be processed for these accounts online. However, if the
cooperative has other accounts under the same tax identification number, such
as corporate accounts, transactions for those accounts may be requested online
depending on the account type.