Website FAQs

• My Client Accounts

  Click the ‘My Accounts’ button at the top of the page.

• Tax Documents

  Click the ‘My Accounts’ button > Select the account > Click ‘Statements & Tax Documents’ tab.

• Account Statements

  Click the ‘My Accounts’ button > Select a client’s name > Click ‘Statements’ for the account you want at the bottom of each investment box.

• Access on a Mobile Device

  You will be able to access your account on your mobile site; however, these sections are not yet mobile optimized, so you may still need to resize the page for your device.

• List of Funds

  Go to ‘Investments & Solutions’ menu > Click ‘Mutual Funds.’

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• Fund Ratings

  Go to ‘Investments & Solutions’ menu > Click ‘Mutual Funds – All’ and sort by ‘Ratings’

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• Fund Performance

  Go to ‘Investments & Solutions’ menu > Click ‘Mutual Funds.’

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• Capital Gains Distributions

  Go to ‘Investments & Solutions’ menu > Click on ‘Capital Gains Distributions’ under ‘Investment Resources’ heading.

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• Detailed Portfolio Holdings

  Go to ‘Investments & Solutions’ menu > Click on ‘Detailed Portfolio Holdings’ under ‘Investment Resources’ heading.

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• Forms & Applications

  Go to ‘Tools & Resources’ menu > Click on ‘Forms & Applications’. 

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• Literature Order History

  Go to ‘Tools & Resources’ menu > Click on ‘Order History’ under ‘Literature’ heading.

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• Fund Fact Sheets

  Go to ‘Tools & Resources’ menu > Click ‘Fund Fact Sheets’
  OR
  Go to ‘Investments & Solutions’ > Click on ‘Mutual Funds’ > Select a Fund > Click on the ‘Documents’ tab.

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• Product Profiles

  Go to ‘Tools & Resources’ menu > Click ‘Product Profiles'
  OR
  Go to ‘Investments & Solutions’ > Click on ‘Mutual Funds’ > Select a Fund > Click on the ‘Documents’ tab.

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• Prospectuses

  Go to ‘Tools & Resources’ menu > Click ‘Prospectuses’
  OR
  Go to ‘Investments & Solutions > Click on ‘Mutual Funds’ > Select a Fund > Click on the ‘Documents’ tab.

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• Individual Retirement

  Go to ‘Investments & Solutions’ menu > Click on ‘Individual Retirement’ under ‘Solutions’ heading.

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• Educational Savings

  Go to ‘Investments & Solutions’ menu > Click on ‘Education Savings’ under ‘Solutions’ heading.

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• Portfolio Manager Commentaries

  Go to ‘Insights’ menu > Click on ‘Insights’

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• Tax Center

  Go to ‘Investments & Solutions’ menu > Click on ‘Tax Center.’

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• Charitable Investing

  Go to ‘Investments & Solutions’ menu > Click on ‘Charitable Investing’ under ‘Solutions’ heading.

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• Buy/Sell/Exchange Shares

  Log in to ‘My Accounts’ > Click on the account number > Click on one of the ‘Buy’, ‘Sell’ or ‘Exchange’ buttons and follow the prompts on the screen.

• Download My Recent Transactions

  Log in to ‘My Accounts’ > Click on the account number > Scroll to the bottom of the page to see ‘Transaction History’ > Click on ‘Download Transactions’ and follow the prompts on the screen.

• Check My Account Options

  Log in to ‘My Accounts’ > Click on “More Account Details”.

• Change My Address

  Log in to ‘My Accounts’ > Click on the account number > Click on ‘Change Mailing Address’ under ‘Account Registration’ on the ‘Account Details’ tab.

• Set up Electronic Funds Transfers

  Log in to ‘My Accounts’ > Click on “More Account Details” > Click on “Add New Bank” >  Enter Routing Number and Account Number > Click “Submit”.

• Change My Document Delivery Options

  You must be signed in. Click on your name at the top of the page > Click on ‘Edit My Profile’ > Click on the ‘Change’ link next to ‘eDelivery Options’.

• Access on a Mobile Device

  You will be able to access your account on your mobile site; however, these sections are not yet mobile optimized, so you may still need to resize the page for your device

To ensure the security of your accounts we’re requesting all users log in with their credentials to the website. If you’ve forgotten your User ID/Password, please retrieve/reset them.

Follow the directions on the reset password page.

Go to ‘Sign In/Register’ box above the navigation menu > Click ‘Register Now’ at the bottom of the pop-up window.

You can find a lot of information in our Site Tour Videos.

You must be signed in. Click on your name at the top of the page > Click on ‘Edit My Profile’