Account Registration

You must first register your accounts to access them via the website. In order to register your account you will need the following:

  • Account Number.

  • Social Security/Tax Identification Number (without dashes or hypens) of the shareholder.


During the registration process you will have the option to select a new User ID and create your own PIN. Your User ID must be between 6 and 20 characters and your PIN must be between 6 and 8 characters. Both can be any combination of numbers and letters (upper or lower case), and both must contain at least one number and one letter. They cannot contain special punctuation characters.


For existing shareholders, the field labeled “Account” on the first page of your account statement contains your account number. If the account number contains dashes, use the number between the dashes. For example, 123456789 would be the account number for Account 254-123456789-001. If there are no dashes, enter the account number as it is displayed on your statement. If your statement consolidates multiple accounts, you may select any one of the account numbers provided on your statement.


For new shareholders, please enter the “Account” number that was provided at the end of your account setup process. If you do not know the account number, please call the Funds at 800-221-5519 for assistance. Representatives are available Monday through Friday from 8:00 a.m. to 6:00 p.m. ET.


Social security number must be entered without spaces or dashes.

Account Number
Social Security Number