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Mutual Fund Account
Access Quick Tips

Follow these quick and easy tips to help troubleshoot some
common mutual fund account access issues.

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



  • 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