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

Prospective investors

Find a financial professional

Financial professionals

Submit new business

Tax information

Get tax forms

Transfer agent

SS&C ALPS


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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