We’re here to help. In this section, we’ll walk you through the steps for making account transactions and getting account information.
- By phone:Give us a call at 800.258.3030.
- Online:Log in to your account and use this website to make transactions or get information for individual and jointly registered taxable accounts and IRA accounts.
- By fax or mail:Fax your transaction instructions or account inquiries to 703.907.5606, or send them by mail to:
P.O. Box 219486
Kansas City, MO 64121-9486
430 W. 7th Street
Kansas City, MO 64105-1407
If you need help, feel free to call us. We look forward to giving you a hand. Just call 800.258.3030 any weekday between 8:30 a.m. and 5:00 p.m. ET.