For Account Owners

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Account owner options for accessing and managing your account:

 

By Internet – Log in to your account to:

  • Get your investment options, account and portfolio values
  • Make a contribution
  • Adjust portfolio allocations
  • Add bank instructions
  • Change password or username
  • Change your mailing address
  • View transaction history
  • Order duplicate statements
  • Get year-end tax information
  • Download forms and offering statements
  • Research portfolio performance history
  • Register for eDelivery of statements and confirms
  • Sign up for the Automatic Investment Program

 

By Phone – 866-574-3542:

  • Get your investment options, account and portfolio values
  • Make a contribution
  • Adjust portfolio allocations
  • Order duplicate statements
  • Get year-end tax information
  • Research transaction history

 


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