Resources for Efficient Account Management
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Cost Basis Resource Center
Mandatory Cost Basis Reporting
Designating Beneficiaries on Your Account
Please follow these instructions to designate beneficiaries on your account.
Don't Be a Victim of Financial Fraud
Tips and resources for preventing and reporting financial fraud.
Learn how to safeguard your assets.
How to Read Your Statement
Information about how to better understand your periodic mutual fund investor statement.
Making Account Transactions
Transactions options and instructions for investors.
Making Account Transactions for Clients
Transactions options and instructions for investment professionals to make account changes for clients.
Opening an Account
How to establish a new account with Federated.
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.
Year End Tax Form Reference
An outline of the most common tax forms received by shareowners.