Did you know you can sign up to receive your quarterly statement notifications electronically and still receive your year-end statement in paper? You can also sign up to receive prospectus and other compliance documents via email and still receive statements in paper. Check out the many combinations for eDelivery options online! With eDelivery you receive an email as soon as your statements are available and it's easy to view, print, and save your documents by just logging in to your account.
eDelivery is great because you have access to your accounts 24/7, it's convenient, saves time, is safer, creates less clutter in your home and helps the environment (saves trees!). Having online access to your account is also very helpful during tax time.
Haven't signed up for eDelivery? Visit our Client Login page, click on the 'mutual fund account access' and create a login. You'll then click 'create a User ID' to begin the process. You'll need your social security number, account number (found on a statement), create a password, and select a reset password question. View the link below for further instructions.
SECURITY STATEMENT: To protect your valuable information, we use the SSL (Secure Sockets Layer) encryption, the Internet standard for secure transactions. In addition, any sensitive personal information that you send to our website is held in a secured environment, protected by tools such as firewalls and/or database field encryption. No representation is made, however, regarding the unconditional security of such submissions. (08/20)