Account access + FAQs

Account access + FAQs

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 professionals

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
  • Get an overview of your account and transactions
Manage shares

View the repurchase calendar and access tender offer documents.

Frequently asked questions

Financial professionals

Submit new business

Tax information

Get tax forms

Transfer agent


Still have questions?

Call 877-628-8575 to speak with a member of our Client Relations team Monday–Friday, 9 AM to 6 PM ET.

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