Account Help
Check Recent Transactions

You'll receive a confirmation statement whenever you buy, sell or exchange fund shares. You will also receive an account statement each quarter that lists all transactions made during that reporting period. Your account statement shows a summary of your total portfolio and details for each account and fund position.

You can also get a daily update of any trading activity in your account in any of the following ways:

By phone: Give us a call  at 1-800- 258-3030 on weekdays between 8:30 a.m. and 5:00 p.m. Eastern Time and one of our friendly client service associates will give you this information.

Online: Log in to your account 24 hours a day, seven days a week. Select an account from the Portfolio Overview page, then select Account History from the account page.