For Account Owners

Account owner options for accessing and managing your account.


By Internet – Log in to your account to:

  • Access your investment options, account and portfolio values
  • Make a one-time contribution
  • Adjust portfolio allocations
  • Add bank instructions
  • Change password or username
  • Change your mailing address
  • View transaction history

 

By Phone – 866-574-3542:

  • Access your investment options, account and portfolio values
  • Make a one-time contribution
  • Adjust portfolio allocations
  • Order duplicate statements
  • Get year-end tax information
  • View underlying fund objectives
  • Research history

 

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Change Your Address

 

Account owners who wish to change their mailing address must use the Account Information Change form. You cannot make this change online.