E-Delivery

Benefits of eDelivery

With eDelivery, you can receive your tax forms, account statements, fund reports, and prospectuses online rather than by regular mail.

Taking advantage of this free service not only decreases the clutter in your mailbox, it also reduces your fund fees by lowering printing and postage costs.

Sign Up for eDelivery with these Easy Steps

1. Log in to your account
2. Choose Account Profile from the top menu
3. Under Delivery Preferences, choose eDelivery and Email Address
4. Enter your email address
5. In the Choose Delivery Methods section, choose which documents you wish to receive electronically
6. Check the box to agree to Terms and Conditions of eDelivery
7. Submit your changes

Set Up Online Account Access

If you haven’t set up your online account access yet, please register to get started now. This will allow you the added convenience of 24-hour account management services to:

• View your account balances
• Download statements and tax forms
• Conduct transactions to purchase, sell, or exchange mutual fund shares
• Sign up for eDelivery

Please note, you will need your Account Number and Social Security Number available.

Need Assistance?

If you have any questions or would like assistance with online account access, please don’t hesitate to call one of our Investment Specialists at 800-292-7345, 8am – 7pm CT, and select option 1.