Electronic Documents

Investor Account Help: Online Questions

How Can I Access Account Updates Electronically?

Quarterly Statements: 
Account statements are sent on a quarterly basis via your chosen delivery method (mail or e-delivery). You may access your past statements by logging in to your account. Hover your mouse over the “Statements & History” tab and click “Statements.”  Your quarterly statements will be listed and can be downloaded in a PDF format.

Homestead Funds provides an Annual and Semi-Annual Report via your chosen delivery method (mail or e-delivery). The reports are also available online.

E-delivery Sign-up:

  • Online — Log in to your Homestead Funds account and click the “Account Profile” tab. Click the “E-Delivery and Email Address” link and choose your delivery methods. Check the box to agree to the terms and conditions at the bottom of the page and click “Submit” to save your preferences.
  • By Phone — Call a Homestead Funds representative at 800.258.3030 between 8:30 a.m. and 5:00 p.m. ET on any business day. After verifying your identity, a representative will be able to update your delivery method.