Consult Your Financial Advisor
It is important that you work closely with your financial advisor when setting up electronic transfers. An advisor can help you determine the appropriate funds for you to invest in, and also help you understand any sales charges or tax implication associated with the investment. If you are not currently working with a financial advisor, click here to find a qualified advisor in your area.
Sign Up For New Accounts
Complete the appropriate sections of a new Account Application.
Sign Up For Existing Accounts
If you're registered for online account access and your bank information is on file, just sign in and select "Account Options" under the "My Home" tab, then click "View."
If you're not registered for online account access and haven't linked a bank account to your mutual fund account(s), simply complete Sections 1, 2 and 7 of the Account Options Form, attach a preprinted voided check or preprinted savings account deposit slip, and mail both to the address listed on the last page of the form.
If you have questions or need assistance completing the form, please contact Shareholder Services at (800) 632-2301. Customer Service Representatives are available Monday through Friday, from 5:30 a.m. to 5:00 p.m. Pacific Time.
How does this benefit me?
Making automatic purchases into your mutual fund account(s) can be part of a dollar cost averaging investment strategy. You can learn more about this topic by clicking here.
When purchasing shares, we can electronically transfer money for a purchase directly from your bank account; eliminating delays and postage costs that could occur if you were to purchase shares by mail.
With systematic withdrawals, you can automate the sale of shares by selling on a pre-determined schedule.
When selling shares:
- Proceeds from a sale can be electronically deposited directly to your bank account.
- You can also direct proceeds from a sale to purchase shares in another fund. This choice may be appropriate if you are taking required minimum distributions from retirement accounts but still want the money to be used as part of your overall investment strategy.
- Once the sale has posted to your mutual fund account, you typically receive your money within two business days.
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