You Have the Power – Manage Your JRB Account Online

Want to view the balance in your JRB account? Your recent contribution history? The rate of return on your investments? Change your asset allocation? Set up automatic rebalancing for your portfolio? Access a wide range of useful financial calculators?

You can! Just click on the “Log Into My Account” button on the upper right of any JRB webpage. You’ll need your User ID and Password.  If you don't know your User ID or password, click the “Forgot User ID?” or “Forgot Password” link next to the enter button.

To view your account information, click on the Joint Retirement Board 403(b)(9) Retirement Plan link in the Select Plan section. Scroll down the Account Overview page to see your balance, personal rate of return and balance history.

The left-hand navigation provides links to additional information and account management tools.

  • My Balance – A pie chart at the top of this page shows your current balance by investment fund. The third tab shows your current allocation by asset class (equities, bonds, cash, etc.).
  • Pending Activity – Review any changes you have already scheduled.
  • My Contributions – Summarizes the dollar amount contributed to your JRB retirement account.
  • Change My Investments – Links on this page allow you to change the way your current assets are allocated across the funds that the JRB offers, change the way your future contributions are allocated and set up automatic account rebalancing. You can schedule the automatic rebalancing to occur quarterly, semi-annually or annually.
  • Investment Performance – Click on this option to see the details about your personal rate of return.  Your cumulative rate of return tracks the change of your investment account balance over time. 
  • Loan Center – If you have taken a loan against your JRB retirement account, you can find information on your current loan balance and a history of your loan repayments. (To set up a loan or discuss an existing loan, contact the JRB directly at 888-JRB-FREE (572-3733) or staff@jrbcj.org.)
  • My Documents – Do you want to view or print past statements or other documents? You can access them through this page.

Additional information available on the Account Overview page includes:

  • Future Focus – Click the button to access the Alerus personal financial newsletter. This newsletter includes articles on financial and retirement planning, investing and managing debt.
  • Financial Calculators – Click this button to explore a wide range of calculators on retirement savings and planning, mortgages and other loans and basic personal finance.
  • Click on the Save Account Summary link in the left-hand navigation to download a snapshot of your account suitable for printing.

To protect your information, you will be automatically logged out of the site after a period of inactivity. However, the JRB recommends that you actively log out of your account when you have finished your session by clicking the logoff button located on the top right of the page.

This article introduces you to the basic functions you need to manage your JRB account online. As you will see, you have access to many more resources. We encourage you to explore them. If you have any questions about the site, its resources or whether you are on track to meet your financial and retirement goals, please contact the JRB at 888-JRB-FREE (572-3733) or staff@jrbcj.org