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Perspectives on market volatility

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Apex UMA: efficiency that scales

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Need help uploading your contributions or troubleshooting errors?

Viewing your charge invoices

To access a policy or plan’s charge invoices:

  1. Return to the main menu
  2. Select the policy or plan you want to view charge invoices for
  3. In the navigation menu, go to Administration > Charge invoices

Managing your banking information

To manage a policy or plan’s banking information:

  • Return to the main menu
  • Select the policy or plan group you want to view banking information for
  • In the navigation, go to Administration > Plan changes
  • Then, select Add/change banking information

Viewing your contribution history

To review previous contributions:

  • Return to the main menu
  • Select the policy or plan group you want to view contribution history for
  • In the navigation, go to Transactions > Contributions
  • Then, select Contribution history