Website FAQs

• My Client Accounts

  Click the ‘Client Accounts’ button at the top of the page.

• Tax Documents

  Click the ‘Client Accounts’ button > Select the account > Click ‘Statements & Tax Documents’ tab.

• Account Statements

  Click the ‘Client Accounts’ button > 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.

• List of Funds

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

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• Fund Ratings

  Go to ‘Investments & Solutions’ menu > Click ‘Mutual Funds’ and sort by ‘Ratings’

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• Fund Performance

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

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• Capital Gains Distributions

  Go to ‘Investments & Solutions’ menu > Under ‘Products’ heading, click on ‘Product Resources’ and look for ‘Capital Gains Distribution’

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• Detailed Portfolio Holdings

  Go to ‘Investments & Solutions’ menu > Under ‘Investment Resources’ heading, click on ‘Detailed Portfolio Holdings’. 

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• Sales Charges & Breakpoints

  Go to ‘Investments & Solutions’ menu > Under ‘Investment Resources’ heading, click on ‘Sales Charges and Breakpoints’

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• Forms & Applications

  Go to ‘Tools & Resources’ menu > Click on ‘Forms & Applications’. 

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• Literature Order History

  Go to ‘Tools & Resources’ menu > Under ‘Literature’ heading, click on ‘Order History’.

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• Fund Fact Sheets

  Go to ‘Tools & Resources’ menu > Under ‘Literature’ heading, click ‘Fund Fact Sheets’
  OR
  Go to ‘Investments & Solutions’> Click on ‘Mutual Funds’ > Select a Fund > Click on the ‘Documents’ tab.

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• Product Profiles

  Go to ‘Tools & Resources’ menu > Under ‘Literature’ heading, click on ‘Product Profiles'
  OR
  Go to ‘Investments & Solutions’ > Click on ‘Mutual Funds’ > Select a Fund > Click on the ‘Documents’ tab.

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• Prospectuses

  Go to ‘Tools & Resources’ menu > Under ‘Literature’ heading, click ‘Prospectuses’
  OR
  Go to ‘Investments & Solutions’ > Click on ‘Mutual Funds’ > Select a Fund > Click on the ‘Documents’ tab.

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• Advantage Hypotheticals

  Go to ‘Tools & Resources’ menu > Under the ‘Tools’ heading, click ‘Hypotheticals’.

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• Social Security Optimizer

  Go to ‘Tools & Resources’ menu > Under the ‘Tools’ heading, click ‘Social Security Optimizer’.

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• Individual Retirement

  Go to ‘Investments & Solutions’ menu > Under ‘Soutions’ heading, click on ‘Individual Retirement’

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• Education Savings

  Go to ‘Investments & Solutions’ menu > Under ‘Solutions’ heading, click on ‘Education Savings’

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• Portfolio Manager Commentaries

  Go to ‘Insights’ menu > Click on ‘Insights’

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• Tax Center

  Go to ‘Tools & Resources’ menu > Click on ‘Tax Center.’

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• Defined Contribution Information

  Go to ‘Tools & Resources’ menu > Under ‘Developing Your Practice’, click on ‘Defined Contribution’.

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• Charitable Investing

  Go to ‘Investments & Solutions’ menu > Under ‘Solutions’, click on ‘Charitable Giving’.

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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.