We will continue working to improve your site experience by adding new features. Please see our Shareholder Account Access FAQs for immediate answers to many common questions.
Financial Advisors can call our Advisor Service Center to speak to a financial professional at 1-800-338-4345.
Direct Shareholders and all other inquiries should call Shareholder Services to speak to a representative at 1-800-480-4111.
You can now view the performance of your accounts for the previous quarter, year to date, and for a rolling 12 months. Integrated charting tools provide a visual representation of your data. Personal Performance can be accessed from the History options.
Stay up-to-date with Weekly Market Recaps and Weekly Economic Updates from our Market Insights team. Look for Insights into the markets on the left side of your Account Summary.
Enhanced appearance and navigation
Account Activity Alerts
You will now have the option to receive instant account alerts by email when you perform a transaction or update your account online. For more information, please see the eDelivery Options located in the Preferences section on your account.
Contact Information and Electronic Delivery Preferences
You can now manage your contact information such as phone number, email address, and electronic delivery preferences online. For more information, please see the Preferences section on your account.