Setting Up Electronic Transfers

For your clients, making automatic purchases into their mutual fund account(s) can be part of a dollar cost averaging investment strategy.

When purchasing shares, we can electronically transfer money for a purchase directly from a bank account; eliminating delays and postage costs that could occur if purchasing shares by mail.

With systematic withdrawals, the sale of shares can be set on a pre-determined schedule.

When selling shares:

  • Proceeds from a sale can be electronically deposited directly to a bank account.
  • Proceeds from a sale can also be directed to purchase shares in another fund. This choice may be appropriate if clients are taking required minimum distributions from retirement accounts but still want the money to be used as part of an overall investment strategy.
  • Once the sale has posted to a mutual fund account, money is typically received within two business days.

To link a bank account to a fund account so that electronic funds transfer may be used to and from a bank account to buy and sell shares, your clients may use one of the following options:


Complete the appropriate sections of a new Account Application.


If you’re registered for online account access and your bank information is on file, go to the Account Details page and select the “pencil” icon next to Bank Info. This will take you to the “Edit Bank Information” page, where you have the option of either replacing the existing information or removing it altogether. If you don’t have any bank information on file, simply select “Add New Bank” on the Account Details page.

You can always add or replace bank information during any transaction also.

If you’re not registered for online account access and haven’t linked a bank account to your mutual fund account(s), simply register for access by clicking on “Sign In/Register” in the upper right hand corner, of the screen and selecting “Register Now” and follow the steps.

Or you can complete Sections 1, 2 and 7 of the Account Options form, attach a preprinted voided check or preprinted savings account deposit slip, and mail both to the address listed on the last page of the form.

If you have questions or need assistance completing the form, please contact Shareholder Services at (800) 632-2301. Customer Service Representatives are available Monday through Friday, from 5:30 a.m. to 5:00 p.m. Pacific Time.

Changing an Account