What can I do online?

• Obtain account information
• Conduct transactions
• Perform account maintenance
• Find important fund information
• Find investor education information
• Use the Tax Center
• Order literature
• Contact us

How do I process a financial transaction on my account?

• Purchase
• Redemption
• Exchange
• Cancel a pending trade
• Change current/future allocations

How do I make changes to my account options?

• Address
• Name/Ownership of account
• Date of birth
• Systematic Exchange Plan
• Systematic Purchase Plan
• Systematic Redemption Plan
• Asset Allocation
• Beneficiary of an individual or joint account
• Beneficiary of a retirement account
• Checkwriting
• Dividends/Capital gains options
• eDelivery
• Consolidated account view
• Loans

I would like more information about:

• Downloading statements and tax forms
• Differences between share classes
• Different types of accounts
• Managing my account (PDF)
• Opening a new account
• Minimum initial investment amounts 
• Redemption fee