Nolanlink Reference Guide

NolanLink Reference Guide
2013
24/7
nolanlink.com

Table of
contents
3 Introduction
5 My Account
6 Plan Information
7 Account information
8 Processing Transactions
04
9 Documents
10 Funds
11 Contact Us
08
13
2

Nolanlink is a state-of-theart,
secure website where
you can access your account
information and plan details
24/7.
Introduction
The link to access the Nolan Financial website is http://nolanlink.com.
This reference guide is intended to
assist you in accessing your account,
processing transactions and viewing
your account information.
The reference guide includes basic
instructions and rules, and will assist
you in walking through the various
processes.
If you have any questions or need any
additional guidance, you can contact a
Nolan Financial Service Team Member
directly through NolanLink.
You may also contact Nolan Financial
by calling 888.907.8633 or by emailing
lfg@nolanfinancial.com.
NolanLink is a
one-stop access
point for your
convenience.
3

Nolanlink
Once you access the website, you will see the screen below
New Users
As a first time user, you will click
here to create your account user
name and password.
Account Set Up
You will need the information to
the right to set up your account.
Existing Users:
Forgot your password or need help logging in? Call a Nolan Financial Service Team Member at 888.907.8633.
4

Once logged in, you will see a
Welcome screen similar to the
one pictured to the left. The
Welcome screen allows you to
view the navigation bar on the
top portion of the screen.
My Account
The My Account tab contains detailed
information regarding your plan.
This section of the site allows you to
initiate account transactions including
allocation changes, fund rebalances and
fund transfers. You also have the ability
to generate detailed personal reports.
Within the My Account section of the
website, you will view your information
on the following screens by clicking on
the “Click here to access My Account”
link which is located on the lower left
side of the screen.
To access plan
information select
“Click here to access
My Account”
5

Select Your Plan
If you are a participant in multiple plans you will need to make transactions
separately for each Plan.
6

Account Information
Transactions must be completed for each of your accounts. Select an Account to
process a transaction.
7

Processing Transactions
Helpful information to manage your current balance
A transfer is a financial transaction
that moves funds from one or more of
your investments to one or more other
investments available to your account.
A rebalance is a financial transaction
that redistributes the total account
value among the available investments
that you select to establish a new
investment position for your account.
You may Apply a Rebalance to All
Accounts: Checking this box on
the Rebalance page will apply this
transaction only to those accounts
within this specific Plan.
To submit a transaction among the
accounts for a different Plan you will
need to navigate to that Plan and submit
another transaction.
Checking the
“Apply a Rebalance
to All Accounts”
box will apply this
transaction only
to those accounts
within this specific
Plan.
Managing your future deferrals/contributions
The fund allocations determine which investments and how much of each are purchased when contributions or deferrals are made
to your account.
8

Documents
The Documents library enables you to view or download customized
communication materials and forms.
The Plan Overview documents
and forms available for viewing
are provided in PDF format.
The Acrobat Reader application
from Adobe is required to open
and view these documents.
9

Funds
This tab allows you to view the funds that have been selected and are available
to the Plan at this time.
Click on the individual
fund links to view
fund performance and
objectives.
10

Contact Us
Contact a Nolan Financial Plan Services representative via email by submitting
the below form via the ‘Contact Us’ link.
Your Plan Services team will be
available via phone or email,
Monday through Friday from
8 am to 7 pm Eastern Standard
time.
You may contact a member of
your dedicated service team
directly through the website by
clicking on the Contact Us tab.
Please note, the following Quick Links
are available on the top right hand
corner of every page of the Deferred
Compensation website. These links
include: User Profile, Change Password
and Sign Out.
11

Headquarters
2 Wisconsin Circle, Suite 810
Chevy Chase, MD 20815
Ph 888.907.8633
www. nolanfinancial.com