Account Access Help

How do I know my account information is secure?

  • A User ID and Password is required to enter the Account Access area of this web site.
  • We use the latest industry standard encryption technology, Transport Layer Security (TLS), to protect private information transferred from your computer.
  • Read more about our security policy and processes by visiting our Technical Help: Security Policy section.

Why can't I access my account?

  • Confirm that you created a User ID.
  • Confirm that your User ID met the requirements (minimum of 8 to a maximum of 32 characters and must contain at least one letter, one number and one symbol).
  • Confirm that you entered a correct Password.
  • Review error number and contact your Federated Representative.
  • Account Access is available 24 hours a day, 7 days a week.
Where can I call for help?
 
800-245-4770 Option 2 — 8:00 AM ET to 6:00 PM ET Monday through Friday, excluding holidays.
 
Create User ID
 
The Create User ID page enables you to create a user id and password associated with your portfolio accounts. 
 
Create your profile now:
  1. Go to My Investments-Shareholder Account Access
  2. Click on "Create a new User ID and Password" (blue box, upper right)
  3. Enter your Social Security Number and Federated account number
  4. Choose and enter your User ID and Password, and set up a password reset question if you wish

Change Address of Record

Change of Address can be completed online on the Account Position page.

The Address Change Account Selection page enables you to select the account(s) for which address information will be changed.

  1. Select the check box to the left of the account(s) for which you want the address to be changed.
  2. Click the Continue button. The Address Change Request page will appear.
  3. Follow Steps 1 through 6 for the Address Change Request page below.

The Address Change Request page enables you to enter the new address information for all accounts. 

  1. Type the new address information in the appropriate fields.
  2. Click the Continue button. The Address Change Verification page will appear.
  3. Review the displayed information for accuracy.
  4. Click the Continue button. The Address Change Confirmation page will appear.
  5. Print a copy of the confirmation for future reference.
  6. Click the Close button to return to the originating page.

Change Distribution Options

Enables you to change your distribution options for your dividends, as well as Short Term and Long Term Capital Gains, on your Federated mutual fund account.
 
  1. Click on Update Distributions Options Button.
  2. Select cash or reinvest for Dividends/Short Term Capital Gains.
  3. Select cash or reinvest for Long Term Capital Gains.
  4. You may select the option below for cash distributions:
    By check mailed to the address on your account.

Checkbook Reordering

Enables you to reorder a checkbook for your Federated mutual fund account.
  1. Enter a check number which must be greater than 1000.
  2. Click on Reorder Checks.
  3. View verification information.
  4. Click the Submit button. You will receive 10 checks with your order. If you require more than 10 checks, please contact a Federated Client Service Representative.

Systematic Investment Program by ACH Options

Systematic Purchase Add

This function enables you to add an automatic purchase agreement to your account. These funds will be taken from the bank account that you specify via Automated Clearing House (ACH) transfer and invested into your existing mutual fund account. Your banking instructions must be on file in order to establish this feature. Please note there is a $50.00 minimum investment.
 
  1. Verify that the fund name, account number and account information displayed at the top of the page is correct.
  2. Enter the purchase dollar amount in the Dollar Amount field.
  3. Enter the starting date for the automatic purchase agreement in the Start Date field. The starting date must be greater than or equal to the next business day.
  4. Enter the date the automatic purchase agreement should be stopped in the Stop Date field.
    Note: Leaving this field blank will continue the automatic purchase agreement indefinitely.
  5. To process the systematic purchase every month, select the Process ALL Months button. Otherwise, select the Select Month(s) button and select "yes" "no" or "defer" for each month.
  6. Select the day(s) of the month on which the automatic purchase agreement to be processed.
  7. Select the button corresponding to the bank account from which the funds should to be taken.
  8. Click the Continue button. The Automatic Purchase Agreement Verification page will appear.
    OR
    To end this transaction and return to the previous page, click the Cancel button.
  9. Review the displayed agreement information.
  10. To accept the information for the automatic purchase agreement, click the Submit button. The Automatic Purchase Agreement Acknowledgment page will appear.
    OR
    To end this automatic purchase agreement request, click the Cancel button.
  11. Review the confirmed agreement information.
  12. Click the Close button to return to the Account Position page.

Systematic Purchase Update
This function enables you to update all values (with the exception of banking instructions) for a pre-existing automatic purchase agreement or delete the agreement from a specified account.

Note: When modifying a pre-existing automatic purchase agreement, make changes only to information needing to be updated.

  1. Verify that the fund name, account number and account information displayed at the top of the page is correct.
  2. Enter the purchase dollar amount in the Dollar Amount field.
  3. Enter the starting date for the automatic purchase agreement in the Start Date field. The starting date must be greater than or equal to the next business day.
  4. Enter the date the automatic purchase agreement should be stopped in the Stop Date field.
    Note: Leaving this field blank will continue the automatic purchase agreement indefinitely.
  5. To process the systematic purchase every month, select the Process ALL Months button. Otherwise, select the Select Month(s) button and select "yes" "no" or "defer" for each month.
  6. Select the day(s) of the month on which the automatic purchase agreement to be processed.
  7. Select the button corresponding to the bank account from which the funds should to be taken.
  8. Click the Continue button. The Automatic Purchase Agreement Verification page will appear.
    OR
    To end this transaction and return to the previous page, click the Cancel button.
  9. Review the displayed agreement information.
  10. To accept the information for the automatic purchase agreement, click the Submit button. The Automatic Purchase Agreement Acknowledgment page will appear.
    OR
    To end this automatic purchase agreement request, click the Cancel button.
  11. Review the confirmed agreement information.
  12. Click the Close button to return to the Account Position page.
Order Statement
 
This page enables you to request a duplicate paper statement to be mailed to the address on your account.
 
  1. Verify that the displayed fund name, account number, account information, and statement information is correct.
  2. Select the button corresponding to the statement you want to receive.
  3. Click the Continue button. The Duplicate Statement Verification page will appear.
    OR
    To end this transaction and return to the previous page, click the Cancel button.
  4. Review the displayed transaction information.
  5. To accept the information and place the request, click the Submit button. The Duplicate Statement Confirmation page will appear.
    OR
    To end this transaction and return to the previous page, click the Cancel button.
  6. Click the Close button to return to the Account Position page.
 
View Statement
 
This page enables you to view your account statement(s). Click on the statement date that you would like to view online.
 

Electronic Delivery

The Electronic Delivery Options page enables you to do any of the following options:
 
  1. Consent to electronic delivery of your account statements, prospectuses, proxy materials, quarterly newsletters and year end statements.
  2. Change/update your e-mail address.
  3. Revoke consent to electronic delivery of your account statements, prospectuses and fund reports, and/or proxy materials.

Establish Consent to Electronic Delivery:

  1. Enter your e-mail address.
  2. Select the button(s) corresponding to the type of document you want to receive by e-mail.
  3. Click on "test" to verify that Adobe Acrobat is properly installed in order to open a PDF file. If the test fails, download the Adobe Acrobat Reader from Federated's Web site.
  4. Read the information concerning electronic delivery options and e-mail address.
  5. Click the Continue button. The Electronic Delivery Consent page will appear. Review the documentation and click on "I Agree"
    OR
    click Cancel to return to the Welcome to Your Portfolio page.
  6. After you agree, the Electronic Delivery Acknowledgment page will appear which verifies that you have elected to have your document(s) sent to you electronically.
  7. Click Close to return to the Welcome to Your Portfolio page
    OR
    End Session to terminate the session and return to Federated's Web site.

Change/Update Your E-Mail Address:

  1. To change or update your e-mail address, change your address in the box provided and click on the Continue button. The Electronic Delivery Acknowledgment page will display your updated e-mail address
    OR
    Click Cancel to return to the Welcome to Your Portfolio page.
  2. Click Close to return to the Welcome to Your Portfolio page
    OR
    End Session to terminate the session and return to Federated's Web site.

Revoke Consent to Electronic Delivery:

  1. Select the button(s) corresponding to the type of document you do not want to receive by e-mail and click the Continue button. The Electronic Delivery Acknowledgment page will display that you have successfully revoked consent
    OR
    click Cancel to return to the Welcome to Your Portfolio page.
  2. Click Close to return to the Welcome to Your Portfolio page
    OR
    End Session to terminate the session and return to Federated's Web site.
Account Transactions
 
Purchase Request
In order to request a purchase, you must have existing banking information on your account. If you need to establish this information on your account, please contact your Federated Client Service Representative for further assistance.
  1. Verify that the fund name, account number, and account information displayed at the top of the page is correct
  2. Type the dollar amount to be added to your account in the Dollar Amount field. When entering the dollar amount, do not enter commas. For example, if you want to purchase $10,000 worth of shares, enter 10000. (The transaction amount may be limited by the fund company. If you receive a message that refers to a minimum or maximum dollar value, contact the fund company to proceed with your transaction. Be sure to read the fund's prospectus before investing.)
  3. To purchase shares into this account, click the Continue button.
  4. If you are purchasing shares for a retirement account, select the button corresponding to the year for which the shares are being purchased.
    Note: This option will appear only if you are purchasing shares for a retirement account and the current date is between January 1 and the deadline for filing your tax return. This option is significant in determining the amount of your contributions that are tax-deferred. For example, if today's date is March 15th, 1999, you may make a purchase into your retirement account for the previous year (1998).

    Whether your contribution will qualify as tax-deferred will vary by such criteria as your age, tax bracket, and participation in additional retirement plans. It is recommended that you contact your tax advisor before making any contributions to your retirement account.

  5. If there are multiple bank accounts associated with your mutual fund account, select the button corresponding to the bank account from which the funds should be deducted to purchase the shares. (Refer to the "Bank Routing Information" section of the page.)
  6. Click the Continue button. The Purchase Verification page will appear.
    OR
    To end this transaction and return to the previous page, click the Cancel button.
  7. Review the displayed transaction information.
  8. To accept the information and place the transaction request, click the Submit button. The Purchase Acknowledgment page will appear.
    OR
    To end this transaction and return to the previous page, click the Cancel button.
  9. Review the final transaction information and record your Transaction Reference Number and new account number, if applicable, for future reference.
  10. Click the Close button to return to the Account Position page.
Exchange Request

This page enables you to exchange (move) shares from your existing mutual fund account to an account in a fund within the same fund family. In order to request an exchange, your account must be authorized for the exchange option. Exchanges must be done within the same share class and between accounts with identical registrations. If you need to establish this option for your account, please contact your Federated Client Service Representative for assistance.

Additional Background Information: The fund and account from which money is being taken is referred to as the "from" fund and account. The fund and account to which money is being moved is referred to as the "to" fund and account. Money can be exchanged into an existing account in another fund. The "from" fund and "to" fund must be in the same fund family (for example, XYZ Mutual Fund Company) must be in the same share class. You cannot exchange shares within the same fund: shares can be exchanged only into another fund within the same family.

  1. Verify that the fund name, account number, and account information displayed at the top of the page is correct.
  2. To select the exchange option, do one of the following:
    • To exchange a specified dollar amount, select the "Dollar Amount" button and enter the dollar amount to be exchanged in the field to the right of this option.
    • To exchange a specified number of shares, select the "Number of Shares" button and enter the number of shares to be exchanged in the field to the right of this option.
    • To exchange all available shares in your account, select the "All Shares" button.

      Note: The transaction amount may be limited by the fund company. If you receive a message that refers to a minimum or maximum dollar value, contact your Federated Client Service Representative to proceed with your transaction.

  3. Highlight the fund into which the shares will be exchanged.
  4. Click the Continue button. The Exchange Verification page will appear.
    OR
    To end this transaction and return to the previous page, click the Cancel button.
  5. Review the displayed transaction information.
  6. To accept the information and place the transaction request, click the Submit button. The Exchange Acknowledgment page will appear.
    OR
    To end this transaction and return to the previous page, click the Cancel button.
  7. Review the final transaction information and record your Transaction Reference Number and new account number, if applicable, for future reference.
  8. Click the Close button to return to the Account Position page
Account Information
 
View Last Dividend Information
Enables the shareholder to view the last posted dividend to your Federated mutual fund account.
 
Tax Summary
Enables the shareholder to view year-to-date tax information on your Federated mutual fund account such as Contribution, Distributions, and Withholding information.
 
Dealer Information
Enables the shareholder to view dealer and representative information associated with your account if applicable.
 
View Statement
Enables the shareholder to view your monthly Investor statements on-line if you have consented to receive this information on-line versus paper via the E-Delivery options.
 
Beneficiary Information for IRAs
Enables the shareholder to view primary and secondary beneficiary information associated with your Federated mutual fund account.
 
Account Position/History
Account position information is available on the Account Position page as well as throughout the product.
 
Account history information is available via the Account History button on the Account Position page. It allows you to view all of your accounts history or chose the number of transaction line you wish to view.

Download a Tutorial

This helpful guide offers step-by-step instructions for setting up online account access, signing up for e-delivery, and more. Download it now >>

Sign Up for E-Delivery

Follow these steps to have your account statements delivered electronically:
  1. Go to Shareholder Account Access 
  2. Login with your user ID & password
  3. Click the "E-Delivery" link under "Account Management"
  4. Select all documents, or just those you'd like to receive electronically