Account Management Help
Don't Be a Victim of Financial Fraud
Tips and resources for preventing and reporting financial fraud.
Learn how to safeguard your assets.
Making Account Transactions
Transactions options and instructions for investors.
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.
Original Medallion Guarantees and Signature Validation Program (SVP) Stamps
Designed to protect your account from fraud.
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 >>