Website FAQs

HOW DO I?

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Where can I find ...?

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    • List of Funds

      Go to ‘Investments’ menu > Click ‘Mutual Funds.’

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    • Fund Ratings

      Go to ‘Investments’ menu > Click ‘Mutual Funds – All’ and sort by ‘Ratings’

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    • Fund Performance

      Go to ‘Investments’ menu > Click ‘Mutual Funds.’

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    • Fund Attribution

      Go to ‘Investments’ menu > Click on ‘Fund Attribution’ under ‘Fund Resources’ heading. Note: Please log in to access.

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    • Historical Fund Commentary

      Go to ‘Investments’ menu > Click on ‘Fund Commentary’ under the Fund Resources heading. Note: Please log in to access.

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    • Capital Gain Distributions

      Go to ‘Investments menu > Click on ‘Capital Gain Distributions’ under ‘Fund Resources’ heading.

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    • Detailed Portfolio Holdings

      Go to ‘Investments’ menu > Click on ‘Detailed Portfolio Holdings’ under ‘Fund Resources’ heading.

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    • Social Security Optimizer

      Go to ‘Resources’ menu > Click ‘Social Security Optimizer’ under the ‘Tools/Services’ h heading. Note: Please log in to access.

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    • Tax Center

      Go to ‘Resources’ menu > Click on ‘Tax Center’ under the ‘Account Access/Support’ heading.

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    • My Client Accounts

      Go to the ‘Resources’ menu > Under Account Access/Support click Account Login

    • Tax Documents

      Go to the ‘Resources’ Menu > Under Account Access/Support click Account Login > Select the account > Click ‘Statements & Tax Documents’ tab.

    • Account Statements

      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.

    • Access on a Mobile Device

      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.

MORE QUESTIONS? CALL US

Private Wealth Client Services

(888) 225-4250
Monday – Friday
5:30 a.m. – 5:00 p.m. PT

Advisor Support

(800) DIAL-BEN / 342-5236
Monday – Friday
9 a.m. – 5 p.m. PT

Website Support

(877) 236-7932
Monday – Friday
5:30 a.m. – 5 p.m. PT