Logging in for the first time, follow these easy steps!!

Homepage

• Enter log-in ID
• Enter assigned password
• Select “Submit”

Terms of Use Agreement

• You must accept the agreement to move forward

Create personalized and secure password

• Must be 8 to 15 characters (no spaces, with 1 uppercase letter, 1 lowercase letter and 1 number)
  

Password Security Question

• Choose a security question
• Type and then retype the answer to the question
  

At Home Page – Select Your Plan tab

• If you have more than one plan, select the plan name from the drop-down menu
• Select “Submit”
  

Select New Contributions or Edit Contributions; File Transfer; or Plan Maintenance from the tab selections located in the top right corner.

New Contributions or Edit Contributions

• Enter contribution amount into Target field
• Select payment method
  • ACH
  • Federal Wire
  • Check
• Edit or enter participant contribution amounts
• Save and verify contributions
• Select “Submit to FT”

Confirm Results

• Immediate online contribution receipt number
• Printable contribution voucher to be mailed with your check
• Printable contribution report
  

Edit Contributions

• Change or verify previous contribution amounts
• Select “Save” or “Submit to FT”
  

File Transfer

• Enter file description (name of plan and date)
• Select source of funds (ACH, wire, or check)
• Verify dollar amount
• Enter file path in the Local File field
• Select “Submit”
  

File transfer results

• Immediate online transfer receipt number
• Printable voucher to be sent with your check
  

Plan Maintenance

• Update employer address (FTIOS custodial plans ONLY)
• Edit contact information
• Select “Save”