Updating Preferences

Sign in to manage your preferences
 

Website Profile Options can be changed by selecting your name and then Edit My Profile from the menu. Options include:

  • Contact Information
  • User ID and Password
  • Electronic Subscriptions
  • Personal Greeting
     

Account Options can be changed by selecting the More Account Details link on your My Account list, or by clicking the fund-account number. Options include:

  • Automatic Investment Plan
  • Systematic Withdrawal plans
  • Distributions
  • Electronic Funds Transfer Information
  • Checks