Have questions? Search here or learn more below.
Need to access an account or manage shares?
Select your role or action below.
If the investment is held within a clearing firm/intermediary or the position is broker-controlled, a statement might not generate from the transfer agent. Contact your broker-dealer, firm or clearing firm for additional information and support.
Financial advisors
Register or log into your account to:
- Get an overview of client accounts and transactions
- Manage account information and reporting
- Access statements, tax forms and export data
Current investors
Register or log into your account to:
- Enroll in e-delivery or manage delivery options
- Access statements and tax forms (if enrolled in e-delivery)
- Get an overview of your account and transactions
Manage shares
View the repurchase calendar and access tender offer documents.
Frequently asked questions
Tax information
Transfer agent
Still have questions?
Contact our Client Relations team Monday–Friday, 9 AM to 6 PM ET, at 877-628-8575.