Investor Account Help

If you’re looking to make changes to your current Homestead accounts, this is a good place to start. We’ve collected the most common questions we get from our investors and the steps you can take to set up your accounts just the way you want them.

If you’re just getting started with investing, or you want to start planning for your personal investing goals, check out our Guidance Center.


Buying? Selling? Planning to give to a charity? Whenever you want to move your money, these are the steps you’ll want to follow.

Account Updates

Change happens. Start here to figure out how to keep your accounts up to date or to set up an automatic plan for moving money into or out of your accounts.

Online Questions

You can access all kinds of information on Homestead’s secure site. If you’re having trouble logging in, we can help with that too.