Web Site Help
Site Capabilities

You can log in to your account to get your balance and other information or to make transactions. Online account access offers you the convenience of handling your account after normal business hours when our associates are not available.

This website provides account look-up and transaction capabilities for the following types of accounts:

• Individual and jointly registered accounts
• Roth and Traditional IRA accounts
• Education Savings Accounts
• UGMA/UTMA accounts
• Trust accounts (inquiry only)
• Corporate accounts (inquiry only).

Your online transaction options are set to mirror the telephone transaction privileges you elected for your accounts. If you did not elect telephone transaction privileges when you established your account but want to add them now, complete an Account Services Form.

These online functions are available if you have a Homestead Funds' regular account (individual or joint), IRA or Education Savings Account:

• View account balances
• Monitor your account diversification by asset class
• View your IRA account beneficiaries
• Make account transactions, including adding, redeeming and exchanging shares
• Sign up to receive shareholder documents such as the prospectus and annual report, electronically.