Resources for Efficient Account Management
Service Announcementsview all »
Federated's 2014 Holiday Schedule*
May 16, 2014
Click the link above to view Federated's 2014 Holiday Schedule.
Statements Rated "Excellent"
Apr. 15, 2014
Our mutual fund investor statement was one of only five mutual fund companies' statements to be recognized in DALBAR's 16th annual Trends and Best Practices Review.
Don't Become a "Lost Shareholder"
Feb. 25, 2014
Moving? Recently updated your email address? Be sure to notify Federated of changes to your address, including email.
Change of Ownership Form
Complete this form to change the registration on an account.
Changing Banking Information on an Account
How to change the banking information on an account.
Changing the Address on Your Account
Please follow these instructions to change the address on your account.
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.
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.