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Username Username Required entry

Password

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Privacy Statement

We may request additional personal information from you during login. Osterweis is committed to keeping your personal information secure. For this reason, do not enter personal information if requested via email or pop-up.

Osterweis

Terms of Use

Privacy Policy

Before investing in any Osterweis Fund, you should carefully consider the Fund's investment objectives, risks, charges and expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. Investments are not FDIC-insured, nor are the deposits guaranteed by any bank or other entity.

Log In Help

EXISTING USER- LOGIN FORGOT USERNAME

FORGOT USERNAME

If you forgot your Username, please click Forgot Username 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 your account.

ACCOUNT NUMBER

Please enter your account number exactly as it is displayed on your Account Statement.

FUND

Select one of your funds from the list displayed.

PASSWORD

Please contact an Osterweis Shareholder Services Representative for assistance Monday through Friday 8:00 am until 7:00 pm Central Time at (866) 236-0050.

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 contact an Osterweis Shareholder Services Representative for assistance Monday through Friday 8:00 am until 7:00 pm Central Time at (866) 236-0050.

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 your account is locked, you will have the opportunity to establish a new password by clicking UNLOCK and following the onscreen prompts. After entering security information, you will need to provide your Username, your SSN or TIN and your Account Number. Please contact an Osterweis Shareholder Services Representative for assistance Monday through Friday 8:00 am until 7:00 pm Central Time at (866) 236-0050.

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. Click UNLOCK and follow the steps to unlock your account. Please contact an Osterweis Shareholder Services Representative for assistance Monday through Friday 8:00 am until 7:00 pm Central Time at (866) 236-0050.

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. Please contact an Osterweis Shareholder Services Representative for assistance Monday through Friday 8:00 am until 7:00 pm Central Time at (866) 236-0050.

EXISTING USER- FORGOT/RESET PASSWORD

FORGOT/RESET PASSWORD

If you forgot your password, please click Forgot/Reset Password below the password field and follow the instructions on the Account Access: Forgot/Reset Password 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 your account.

ACCOUNT NUMBER

Please enter your Account Number exactly as it is displayed on your Account Statement.

FUND

Select one of your funds from the list displayed.

PASSWORD

This is the new password you will use each time you access your Osterweis account online. Your password is not case sensitive and must be 7-20 characters long and contain at least 1 number(s), 1 letter(s) and 0 special character(s) (@,#,$, etc.).

Enter a password into the New Password field. Reenter the same password into the Verify New Password field.

A green check mark next to the password fields indicates a valid password.

Why is there a red X next to my New Password? You will see a red X next to the New Password field until your password meets all requirements.

Why is there a red X next to the Verify New Password field? You will see a red X next to the Verify New Password field until it exactly matches your new password.

When your new password setup and verification is complete, click Continue located at the bottom right of the page.