Account Services

Online Investment Services

These services can help you manage your accounts online and make investing easier:

  • Access My Account - Enter your User Name and Password to Log In for secure access to your account, where you can conduct transactions, such as setting up an automatic investment.
  • eCommunication - Electronic delivery options to get your important documents by email.
  • Automatic Investments - Schedule regular investments into your account.

Account Services

Learn about the services you can add to your account and how to make changes:

  • CheckWriting - Draft checks from money market funds and select bond funds.
  • Cost Basis - Learn more about cost cost basis and your accounts.
  • Direct Deposit - Make investing convenient and pay yourself first when you deposit your payroll or other income directly into your account.
  • Distribution Choices - Contact us to easily establish or change how you would like to receive your dividend and capital gain distributions.
  • Investor Services Guides - Review the how-to guide for all the services we offer you.
  • Forms & Applications - Download our most requested forms.
  • Transfer of Ownership Form - Use this form to add and/or remove current owners from your account.