Types of Investment Transactions

Investment terminology can be confusing. Here is an explanation of different types of investment-related transactions that can be processed on your account.

The MSRS Service Center can process your investment-related requests1.  Or if you prefer, you can Login to your account to process your own investment-related transaction on the MSRS website2.
 

Transaction Type

What does it do

Change Future Investments

  • Changes how your future contributions will be invested.

  • Does not affect how your current balance is invested.

Transfer My Investments

  • Moves a specific dollar amount or percentage of your currrent account balance from one investment option to another. Trading restriction applies: You cannot transfer money directly from the Stable Value Fund to the Money Market Fund.
    An investment in a Money Market Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.

  • Does not change how your future contributions are invested.

Rebalance My Investments

  • Returns your investment mix to your intended long-term strategy.

  • Keeps your portfolio diversified.

  • Avoids the possibility that some investments dominate your portfolio.

  • Automatic rebalance is available. Can have your account rebalanced automatically on a quarterly, semi-annual, or annual basis. Can stop automatic rebalance at anytime.

 

1 Representatives of GWFS Equities, Inc. are not registered investment advisors and cannot offer financial, legal or tax advice. Please consult with your financial planner, attorney and/or tax advisor as needed.

2 Access to the voice response system and/or any website may be limited or unavailable during periods of peak demand, market volatility, systems upgrades/maintenance or other reasons.