Account Management Help
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.
Original Medallion Guarantees and Signature Validation Program (SVP) Stamps
Designed to protect your account from fraud.
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 >>