Existing User
| Enter Your Username |
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Account Access: Login Login Help
New User
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To enroll, you will need your account number and certain personal information.
Once registered you will be able to:
- View your account balance.
- View your recent account activity.
- Perform transactions.
2019 Dalbar Mutual Fund Award.
Celebrating 19 consecutive years of award-winning service!
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EXISTING USER- LOGIN FORGOT USERNAME FORGOT USER NAME If you forgot your username please click on the Forgot Username link below the username field and follow the instructions on the Account Access: Forgot Username page. LAST 4 DIGITS OF SSN/TIN Please enter the last 4 digits of your Social Security Number or the Tax Identification number associated with this account FUND IN WHICH YOU HAVE AN ACCOUNT Please use the Search Funds feature to locate and select any of the funds associated with your account. Once you locate your fund, please select it and click on the Continue button at the bottom right of the Search Funds screen. What if I have more than one Fund? You only need to select one of the funds associated with your account Why can't I type in the Fund Name? Please use the Search Funds feature to ensure an exact match on your fund's name, class, symbol and number. What if I don't know my fund information? Please refer to your Quarterly Statement. The fund information is displayed just below your account information. 
ACCOUNT NUMBER Please enter your account number exactly as it is displayed on your Quarterly Statement. 
PASSWORD If you need assistance, please call a Shareholder Services Representative at 1-800-480-4111. Our representatives are available Monday through Friday from 8:00 am to 7:00 pm ET. SECURITY INFORMATION Select your preferred mobile phone number or email address. We will immediately send a security code to the device or email address selected. Retrieve the security code, enter it into the website, and click Continue. Click continue, and you will be directed to the Login page where you can log in to your account. Why did I get the 'Your Account has been Locked' screen? This means that you entered incorrect Security Information. For your security your account has been locked. Please call a Shareholder Services Representative at 1-800-480-4111 and reference the error code on the screen. Our representatives are available Monday through Friday from 8:00 am to 7:00 pm ET. EXISTING USER- ACCOUNT LOCKED SECURITY INFORMATION Why did I get the 'Your Account has been Locked' screen? This means that you entered incorrect Security Information. For your security your account has been locked. Please call a Shareholder Services Representative at 1-800-480-4111 and reference the error code on the screen. Our representatives are available Monday through Friday from 8:00 am to 7:00 pm ET. EXISTING USER- INVALID PASSWORD Why did I get the 'Invalid Password' Message? This means the password entered does not match the information we have on file. You will have three attempts to enter the correct password before your account is locked. If you need assistance Please call a Shareholder Services Representative at 1-800-480-4111 and reference the error code on the screen. Our representatives are available Monday through Friday from 8:00 am to 7:00 pm ET. EXISTING USER- UNLOCK ACCOUNT Why Did I get the 'Your Account has been Locked' Message? This message is displayed when the information entered does not match what is on file. For your security your account has been locked. You can select the Unlock Your Account button and follow the steps to unlock your account. If you need assistance Please call a Shareholder Services Representative at 1-800-480-4111 and reference the error code on the screen. Our representatives are available Monday through Friday from 8:00 am to 7:00 pm ET. EXISTING USER-WE ARE UNABLE TO VERIFY YOUR INFORMATION Why did I get the 'We are unable to verify your information' message? This message is displayed when the information entered does not match what is on file. For your security your account has been locked. If you need assistance Please call a Shareholder Services Representative at 1-800-480-4111 and reference the error code on the screen. Our representatives are available Monday through Friday from 8:00 am to 7:00 pm ET. |
