Website FAQs

Where can I find ...?

    • Portfolio Summary

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

    • Tax Documents

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

    • Account Statements

      Click the ‘My Accounts’ button > Go to ‘Actions’ drop-down menu > Click ‘Statements / Tax Documents’

    • List of Funds

      Go to ‘Products & Planning’ menu > Click ‘Mutual Funds.’

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    • Fund Ratings

      Go to ‘Products & Planning’ menu > Click ‘Mutual Funds – All’ and sort by ‘Ratings’

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    • Fund Performance

      Go to ‘Products & Planning’ menu > Click ‘Mutual Funds.’

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    • Capital Gains Distributions

      Go to ‘Products & Planning’ menu > Click on ‘Capital Gains Distributions’ under ‘Fund Resources’ heading.

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    • Detailed Portfolio Holdings

      Go to ‘Products & Planning’ menu > Click on ‘Detailed Portfolio Holdings’ under ‘Fund Resources’ heading.

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    • Quantity Discounts

      Go to ‘Products & Planning’ menu > Click on ‘A Share Quantity Discounts’ under ‘Fund Resources’ heading.

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    • Forms & Applications

      Go to ‘Resources’ menu > Click on ‘Forms & Applications.’ For your convenience, we’ve provided quick links to the Top 5 Forms within the menu.

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    • Literature Order History

      Go to ‘Resources’ menu > Click on ‘Order History’ under ‘Literature’ heading.

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    • Fund Fact Sheets

      Go to ‘Resources’ menu > Click ‘Fund Fact Sheets'
      OR
      Go to ‘Products & Planning’ > Click on ‘Mutual Funds’ > Select a Fund > Click on the ‘Documents’ tab.

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    • Prospectuses

      Go to ‘Resources’ menu > Click ‘Fund Prospectuses' under ‘Literature’ heading.
      OR
      Go to ‘Products & Planning’ > Click on ‘Mutual Funds’ > Select a Fund > Click on the ‘Documents’ tab.

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    • Investor Handbook

      Log in to ‘My Accounts’ > Select ‘Account Options’ in top menu > Click ‘Investor Handbook’

    • Individual Retirement

      Go to ‘Products & Planning’ menu > Click on ‘Individual Retirement’ under ‘Investment Goals’ heading.

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    • Educational Savings

      Go to ‘Products & Planning’ menu > Click on ‘Education Savings’ under ‘Investment Goals’ heading.

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    • Charitable Giving

      Go to ‘Products & Planning’ menu > Click on ‘Charitable Investing’ under ‘Investment Goals’ heading.

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    • Tax Center

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

      Go Now

How do I?

    • Buy/Sell/Exchange Shares

      Log in to ‘My Accounts’ > Click on the account number > Click on one of the ‘Buy’, ‘Sell’ or ‘Exchange’ buttons and follow the prompts on the screen.

    • Download My Recent Transactions

      Log in to ‘My Accounts’ > Click on the account number > Scroll to the bottom of the page to see ‘Transaction History’ > Click on ‘Download Transactions’ and follow the prompts on the screen.

    • Check My Account Options

      Log in to ‘My Accounts’ > Click on the account number > Click on the ‘Account Options’ tab.

    • Change My Address

      Log in to ‘My Accounts’ > Click on the account number > Click on ‘Change Mailing Address’ under ‘Account Registration’ on the ‘Account Details’ tab.

    • Set up Electronic Funds Transfers

      Log in to ‘My Accounts’ > Click on the account number > Click on the ‘Account Options’ tab > Click on ‘Modify’ link next to the ‘Electronic Funds Transfer Info’ section.

    • Change My Document Delivery Options

      You must be signed in. Click on your name at the top of the page > Click on ‘Edit My Profile’ > Click on the ‘Change’ link next to ‘eDelivery Options’.

    • 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

  • To ensure the security of your accounts we’re requesting all users log in with their credentials to the website. If you’ve forgotten your User ID/Password, please retrieve/reset them.

  • Follow the directions on the reset password page.

  • Go to ‘Sign In/Register’ box above the navigation menu > Click ‘Register Now’ at the bottom of the pop-up window.

  • You can find a lot of information in our Site Tour Videos.

  • You must be signed in. Click on your name at the top of the page > Click on ‘Edit My Profile’

MORE QUESTIONS? CALL US

Website Support

(877) 236-7932
Monday – Friday
5:30 a.m. – 5 p.m. PT

Accounts Support

(800) 632-2301
Monday – Friday
5:30 a.m. – 5 p.m. PT