ONLINE ACCOUNT ACCESS
Online Account Access Registration Instructions
Your account information is at your fingertips through our secure online account access.
  1. You will need your account number(s) and Social Security number to register.
  2. Click on Account Access
  3. Click on Register below the login button. 
  4. Fill in your account number, Social Security number, zip code and e-mail address. 
  5. Create a User ID and Password. Both are necessary. Establish a User ID of 6-10 characters (no spaces) using letters A-Z and/or digits 0-9. It is not case sensitive. Make a Password of 6-10 characters (no spaces) using letters A-Z and digits 0-9. It is case sensitive and must be confirmed. If you want multiple accounts linked to the same User ID and Password, please contact us. 
  6. Click on the Submit button.

Auto-Access Phone System

This service allows you to retrieve current Fund prices or your account balance and transactions with a touch-tone phone 24-hours-a-day.

  • Call 800-453-4392, option 3. 
  • For account information, enter your account number (include numbers following the dash) and your four-digit Personal Identification Number (PIN) which is the last four digits of your Social Security number or tax ID number as registered on the account.