Website FAQs

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’

• List of Funds

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

  Go Now

• Fund Ratings

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

  Go Now

• Fund Performance

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

  Go Now

• Fund Attribution

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

  Go Now

• 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.

  Go Now

• Social Security Optimizer

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

  Go Now

• Tax Center

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

  Go Now

• 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.