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How do I view my current account balance?

There are a variety of ways that a participant can view their balance:

Portal

  • Link to portal.
  • See the Balances sub-header within the Participant header.

API

  • See Accounts section here for the REST specs.

Reports

  • See Reports section of the portal.
  • Find the report labeled, "Account Balances, Historical".
  • Differentiator: unlike the Balance page, this report allows a participant to view historical balances .in an "as-of-date" fashion.