Password tips

• Users are locked out if they have not logged into their accounts within 15 months
• If you forgot your User ID, please use the Forgot User ID option
• Update your password yearly
• If you experience any issues with your password, please use the Forgot Password option
• Password Criteria:
  • Must be at least 8 characters long
  • The following special characters are allowed:
           ~`!@#%^&*()-_=+[]}{;:,.<>|/?
  • Numeric (0-9) character
  • Lowercase (a-z) character
  • Uppercase (A-Z) character

Registration
 

• When inputting your account number, be sure to use only the last 10 digits of the account number located on your account statement (do not include the fund code)
• When obtaining the authentication code, hold the "Control" button on your keyboard and then press the letter "N" to open a new window

Still need help? Contact us at 1-800-645-6561.

Before you call, please have the following information ready and available:

• Type of computer or device you are using
• Web browser and version (EX: Google Chrome)
• Account number
• Error message you are receiving

Related Resources

Mutual Fund Account Login

Mutual Fund Account Access Mobile App Overview