Shareholder Account Access Help

Title and Description
Account Access Help 
A guide to commonly asked questions for Shareholder Account Access.
How to Read Your Statement 
Information about how to better understand your periodic mutual fund investor statement.
Statements - Paper or Electronic? 
E-Delivery, Statements and obtaining past statements.

Questions?

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

How to Set Up Account Access

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