Service Center

Frequently asked questions

What can I do online?

Obtain account information
Conduct transactions
Perform account maintenance
Find important fund 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
Systematic Exchange Plan
Systematic Purchase Plan
Systematic Redemption Plan
Asset allocation
Beneficiary of an Individual Account, Joint Account or TOD
Beneficiary of a Retirement Account
Checkwriting
Dividends/capital gains options
eDelivery
Consolidated account view
Loans

I would like more information about:

Statements and tax form issues
Browser issues
Difference between share classes
Different types of accounts
Opening a new account
Minimum initial investment amounts
Purchase blocking policy
Calculation of sales charges
Purchase, redemption, pricing of shares