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 yellow “Log Into My Account” button on the upper right of any JRB webpage. You’ll need your Username and Password.  If you don't know your Username or Password, click the “Forgot username” or “Forgot password” under the respective fields.

If you’ve never logged into the site before, you will need to set up your account. To begin, click on “Set up online access” at the top of the login page and fill out the online form. In the “Alerus Account Verification” box choose “Alerus Retirement Plan Number” from the drop-down menus and enter 619024 in the “Please Select Verification” box. This is the only time you will ever need this information. Make sure to use a personal email address and your cell phone number. To verify your account, Alerus will send a security code to your email or a text to your cell phone. You don’t need to retain the code; it is one-time use only. To protect your security, Alerus may repeat this “double authentication” process when you log onto the site in the future.

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, stable value, etc.).
  • My Contributions – Summarizes the dollar amount contributed to your JRB retirement account.
  • Pending Activity – Allows you to review any changes you have already scheduled.
  • Change My Investments – Links on this page allow you to transfer current assets 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

Additional information available on the Account Overview page includes:

  • Take Flight – Click the button to access Alerus financial webinars. These webinars cover useful topics such as 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


November 2022