Account Management Help

Featured Topics

Learn how to safeguard your assets.
Required Minimum Distribution 
Provides deadlines for taking your distribution, instructions for calculating it, and ways to make the process easier.
Changing Banking Information on an Account 
How to change the banking information on an account.
Opening an Account 
How to establish a new account with Federated.
Designating Beneficiaries on Your Account 
Please follow these instructions to designate beneficiaries on your account.
Changing the Address on Your Account 
Please follow these instructions to change the address on your account.
How to Read Your Statement 
Information about how to better understand your periodic mutual fund investor statement.


Contact Us, and our client service team will assist you.

How-To Video: "My Investments"

This helpful video guide offers step-by-step instructions for setting up online access to shareholder accounts, signing up for e-delivery, and more. Watch it now >>

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