Welcome, Log In to Your Account
We offer several ways for you to manage your accounts, which are described in the following sections. Most forms are available in the Form Center.
Learn how to start or change a regularly scheduled investment by reviewing Automatic Investments
help topic. Complete an Automatic Investments form if you wish to make changes by mail or fax.
If your fund allows CheckWriting, you can add or change this service using the CheckWriting Authorization form.
Change this information online by visiting the Update My Information page. You also may mail or fax written instructions or contact us.
Learn more by reviewing the Add Bank Information
or Remove Bank Information
help topics. Contact us if you wish to make changes by mail or fax.
Ready to make changes online right now?
Log In and visit the Update My Information page to get started.
Change how you want to receive dividends and capital gains by contacting us or mailing us your instructions.
Options available include:
If you decide not to reinvest, you can send your dividends and/or capital gains to your choice of destination, which includes:
If you change your name due to marriage or divorce, complete a Notice of Name Change form. If you change your name for other reasons, please also include legal documentation supporting your name change with the form.
When you add or remove owners from your account, or transfer shares to someone else, you are changing ownership on the account. In most cases we will establish a new account number for you with the new information you provide on the Transfer of Ownership Form . If transferring to an IRA or CESA, the new owner must also complete the appropriate application.
Periodically review your beneficiary designations, especially if there has been a change in your family status, such as marriage, divorce, death, or birth/adoption of children. Contact us for the appropriate form to change your designated beneficiary.
You may request research into your account history. A $15 per hour fee may apply.
We will automatically deduct $20 from your account for any returned investment or payment. Reasons for returned investments or payments include: