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Returning Users

Sign In to Your Account

Select your fund from the dropdown, then enter your account number and password to access your account through the Mutual Shareholder Services portal.

Login

First-Time Users

Setting Up Your Account

Your default password is the first four digits of your Social Security number. Follow the steps below to complete your account setup.

01

Select your fund from the dropdown menu.

02

Enter your account number.

03

Enter the last four digits of your Social Security number or Tax ID as your password (first-time users only).

04

Complete the account setup form and submit.

05

Watch for a confirmation email with your new login credentials.

06

Return to the login page and sign in with your new password.

Need Help?

Still having problems? Please contact Mutual Shareholder Services at 1-888-897-4821 for help.