Account Management Help

Featured Topics

Learn how to safeguard your assets.
Transactions for an Account 
Transactions options and instructions.
Transactions for an Account - Retail 
Transactions options and instructions.
Opening an Account 
How to establish a new account with Federated.
Year End Tax Form Reference 
An outline of the most common tax forms received by shareowners.
Cost Basis Resource Center 
Mandatory Cost Basis Reporting
Designating Beneficiaries on Your Account 
Please follow these instructions to designate beneficiaries on your account.
How to Read Your Statement 
Information about how to better understand your periodic mutual fund investor statement.
Shareholder Account Access Help 
A guide to commonly asked questions for Shareholder Account Access.


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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