Go to ‘Sign In/Register’ box above the navigation menu > Click ‘Register Now’ at the bottom of the pop-up window.
Follow the directions on the reset password page
Follow the directions on the forgotten User ID page.
You must be signed in to your account. Go to the ‘Investments’ menu > Click ‘ Mutual Funds’ > Click the favorite icon, or star, on the right of the fund name.
Click on your name at the top of the page > Click ‘Edit My Profile’
Go to ‘Investments’ menu > Click ‘Mutual Funds.’
Go to ‘Investments’ menu > Click ‘Mutual Funds – All’ and sort by ‘Ratings’
Go to ‘Investments’ menu > Click ‘Mutual Funds.’
Go to ‘Investments’ menu > Click on ‘Fund Attribution’ under ‘Fund Resources’ heading. Note: Please log in to access.
Go to ‘Investments’ menu > Click on ‘Fund Commentary’ under the Fund Resources heading. Note: Please log in to access.
Go to ‘Investments menu > Click on ‘Capital Gain Distributions’ under ‘Fund Resources’ heading.
Go to ‘Investments’ menu > Click on ‘Detailed Portfolio Holdings’ under ‘Fund Resources’ heading.
Go to the ‘Resources’ menu > Under Account Access/Support click Account Login
Go to the ‘Resources’ Menu > Under Account Access/Support click Account Login > Select the account > Click ‘Statements & Tax Documents’ tab.
Go to the Resources Menu > Under Account Access/Support click Account Login > Select a client’s name > Click ‘Statements’ for the account you want at the bottom of each investment box.
You will be able to access your account on your mobile site; however, these sections are not yet mobile optimized, so you may still need to resize the page for your device.
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(800) DIAL-BEN / 342-5236
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(877) 236-7932
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