Managing Your Retirement Account

As you travel through life, markets will go up and down, your situation will change, your goals will shift. So periodically you’ll want to adjust your Plan of a Lifetime so it stays on track. Fortunately, Diversified makes it easy—with your choice of service options.

Online

Log onto Diversified Direct Online for 24-hour access to account information, investment performance, in-depth retirement planning––you can even make transactions whenever you want with a few simple clicks!

Through the mail

Read Strategies, a quarterly newsletter mailed with your statements, for timely perspectives on economic and financial conditions.