Need a hand navigating the new experience?
Our help videos are here to guide you through key features and updates, making it easier to get the most out of your online account. Whether you're signing in for the first time or exploring new tools, these short walkthroughs are designed to support you every step of the way.
- How to Login for First Time and setup Multi-Factor Authentication
- How to Register for Online Account Access
- How to reset a Password
- How to view Account Details
- How to add, edit or delete Bank Information
- How to view Cost Basis
- How to process a Redemption
How to Login for First Time and setup Multi-Factor Authentication
Secure your account from the start with this step-by-step login and MFA guide.
1:04
How to Register for Online Account Access
Get connected — learn how to register and access your shareholder account online.
1:50
How to reset a Password
Forgot your password? This quick guide shows you how to reset it.
1:13
How to view Account Details
Easily navigate your account to find key information.
1:28
How to add, edit or delete Bank Information
Manage your banking details with confidence.
1:30
How to view Cost Basis
Understand your investment’s cost basis with this simple walkthrough.
1:39
How to process a Redemption
Ready to redeem shares? Follow these steps to complete the process smoothly.
1:37