Website FAQs

Where can I find ...?

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    • 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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HOW DO I?

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MORE QUESTIONS? CALL US

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