Click the ‘My Accounts’ button at the top of the page.
Click the ‘My Accounts’ button > Select the account > Click ‘Statements & Tax Documents’ tab.
Click the ‘My Accounts’ button > 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.
Go to ‘Investments & Solutions’ menu > Click ‘Mutual Funds.’
Go to ‘Investments & Solutions’ menu > Click ‘Mutual Funds – All’ and sort by ‘Ratings’
Go to ‘Investments & Solutions’ menu > Click ‘Mutual Funds.’
Go to ‘Investments & Solutions’ menu > Click on ‘Capital Gains Distributions’ under ‘Investment Resources’ heading.
Go to ‘Investments & Solutions’ menu > Click on ‘Detailed Portfolio Holdings’ under ‘Investment Resources’ heading.
Go to ‘Tools & Resources’ menu > Click on ‘Forms & Applications’.
Go to ‘Tools & Resources’ menu > Click on ‘Order History’ under ‘Literature’ heading.
Go to ‘Tools & Resources’ menu > Click ‘Fund Fact Sheets’
OR
Go to ‘Investments & Solutions’ > Click on ‘Mutual Funds’ > Select a Fund > Click on the ‘Documents’ tab.
Go to ‘Tools & Resources’ menu > Click ‘Product Profiles'
OR
Go to ‘Investments & Solutions’ > Click on ‘Mutual Funds’ > Select a Fund > Click on the ‘Documents’ tab.
Go to ‘Tools & Resources’ menu > Click ‘Prospectuses’
OR
Go to ‘Investments & Solutions > Click on ‘Mutual Funds’ > Select a Fund > Click on the ‘Documents’ tab.
Go to ‘Investments & Solutions’ menu > Click on ‘Individual Retirement’ under ‘Solutions’ heading.
Go to ‘Investments & Solutions’ menu > Click on ‘Education Savings’ under ‘Solutions’ heading.
Go to ‘Insights’ menu > Click on ‘Insights’
Go to ‘Client Accounts’ > Click on the ‘My Sales & Assets’ link at the top.
Go to ‘Tools & Resources’ menu > Under the ‘Tools’ heading, click ‘Hypotheticals’
To ensure the security of your accounts we’re requesting all users log in with their credentials to the website. Check the ‘Remember Me’ box to save your login ID for next time.
Follow the directions on the reset Sign In password page.
Go to ‘Sign In/Register’ box above the navigation menu > Click ‘Register Now’ at the bottom of the pop-up window.
You must be signed in to your account. Go to the ‘Investments & Solutions’ menu > Click ‘Mutual Funds’ > Click the favorite icon, or star, on the right of the fund name.
Click on your name at the top right of the page > Click ‘Edit My Profile’
Click ‘Financial Professionals’ in the top-left corner and then select ‘Individual Investors’. You can also scroll to the bottom of whatever page you’re on and click on ‘Individual Investors’ in the ‘View As’ section.
(800) DIAL-BEN / 342-5236
Monday – Friday
9 a.m. – 5 p.m. PT
(877) 236-7932
Monday – Friday
5:30 a.m. – 5 p.m. PT