Create a unique ID and password for this site so you can log in and enjoy a more personalized experience tailored to your specific relationship with us.
Benefits to Financial Advisors
When you log in to our advisor-only website, you get a digital business partner providing ideas, service and support. Specifically, you’ll enjoy
- a convenient one-page “dashboard” display of
- your clients
- the funds you sell (with performance and distribution information)
- contact info and ideas from your wholesaling team
- operational updates
- a complete client account management system for transactions, statements
- exclusive insights and perspectives from portfolio managers
- interactive Investment Solutions that help match funds to client needs
- online ordering for all marketing materials and fund documents including fact sheets, prospectuses, investor guides and other literature
Benefits to Investors
Registering for an ID and password allows you to
- see your account balances online
- set up or change account options such as automatic investment plans
- download recent and historical account statements and tax documents
- sign up for electronic delivery of account statements and fund documents to reduce mailbox clutter and help the environment
You need Adobe Acrobat Reader 6.0 or higher to view and print PDF documents. Download a free version from Adobe's website.
For U.S. residents only.
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