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Electronic Funds Transfer

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When funds are electronically transferred between your mutual fund account and your bank account, they can be credited to the receiving account in as little as two business days, eliminating potential mail delays.

Electronic funds transfer has other benefits, such as reducing paper usage, eliminating postage costs and reducing expenses that are charged to the funds.

Purchasing shares: We can electronically transfer money for a purchase directly from your bank account. This eliminates the delays and postage costs that would occur if you were to purchase shares by mail.

Selling shares: Proceeds from a sale can be electronically deposited directly to your bank account. Once the sale has posted to your mutual fund account, you can receive your money in as little as two business days.

Sign Up for Electronic Funds Transfer

Please complete Sections 1 and 7 of the Account Options Form, attach a preprinted voided check or preprinted savings account deposit slip and mail both to one of the addresses 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.

 

 

 

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