Individual Shareholder and Non-Shareholder Registration

For Shareholders wishing to access their account portfolios, please select the Shareholder option below and enter your SSN/EIN, Account Number, and Fund Number. The Account and Fund Numbers can be found on your most recent statement.

  • Q: I can already access my account(s) with my SSN/EIN, why do I have to register again?
  • A: We're updating to a more secure method to access your account portfolio. Your SSN/EIN will only be requested during registration. After registration, you will only need to enter your USER ID and Password to access your account online.


  • Q: If I have questions, who do I call?
  • A: To speak with a Shareholder Services Representative, please call (800) 858-8850, option 5.

* Fields are required.

 

 

 

                                               

 

 

 

   

  Password Rules

 

 

 

 

IMPORTANT: Please check your e-mail after clicking submit to activate your Username. Your Username will remain deactivated until you click the link contained within the e-mail.

Questions about Account Access?

I can already access my account(s) with my SSN/EIN, why do I have to register again?

We're eliminating the need to use your SSN or EIN to access your account portfolio. Your SSN/EIN will only be requested during registration. After registration, you will only need to enter your USER ID and Password to access your account online going forward.

If I have questions, who do I call?

To speak with a Shareholder Services Representative, please call (800) 858-8850, option 5.

Read All Frequently Asked Questions

Please create your new password keeping the following rules in mind:

  • Passwords are case-sensitive.
  • Passwords must contain a combination of the following types of characters:
      - numbers
      - letters
      - special characters(&, %, *, etc.)
  • Passwords must contain one upper-case character.
  • Passwords must be 8 characters in length.
  • Passwords must not begin or end with a space.