Open an Account
You can open a new account or invest in a new fund in several ways.
Through your financial advisor
In addition to advice about which funds make sense for your financial situation, your financial advisor has the necessary forms to help you make an initial investment in any of our funds.
On our website
Once you’ve registered for account access, you can open a new fund account online by exchanging shares from a fund account you already own.
Fill out an account application and mail it to us with a check. Complete instructions and the mailing address are on the form.
If you already have a fund account with us, you can call (800) 632-2301, Monday-Friday, 5:30 a.m.-5 p.m. PT, to open a new one. Payment can be made by exchanging out of your existing fund or electronically transferring money from a bank you’ve previously provided. To invest in your new fund account on the same day, generally we must accept your order by 1 p.m. PT or by the close of the New York Stock Exchange, whichever is earlier. Please note that phone orders are limited to $100,000 a day per shareholder.
Call us at (800) 632-2301, Monday-Friday, 5:30 a.m.-5 p.m. PT, for wiring instructions and a control number before sending money. Include the wire control number on your account application, and mail your application to the address on the form.
Important Legal Information
For more information on any of our funds, contact your financial advisor or download a prospectus, which contains important information about a fund’s goals, sales charges, expenses and risks, redemption fees, and the exchange privilege. Please read the prospectus carefully before investing.
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