Account Access

Shareholders can login to a secure area and perform many common account maintenance functions–24 hours a day.

Registration is required on the first login to establish a username and password; you will need to enter your account number and social security number. On subsequent logins, only your username and password will be needed.

Key Features

View your account, account history, or download it

You can view the current number of shares, the current account value, or all available account history. Available account history may be downloaded to your computer, either as a spreadsheet (CSV format) or for your financial software (QIF format).

Update your e-mail or mailing address

Ensure your statements and fund documents always get delivered. Keep your e-mail address and mailing address up to date.

Request statements or tax forms

Copies of last year’s account statements and tax forms can be mailed at your request.

Ready to get started