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
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For US residents only.
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