Individual Investor
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Update Your Account

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If you need to change your name, address, account registration, or account options, all of the information you need can be found here.

Account services resources

Update your account options

Find information about automatic investment plans, automatic exchanges, systematic withdrawals, and more. Read Now

Change your account information

Learn how to update your address; change beneficiaries and account registrations, and make name changes. Learn More

Transact on your account

There are several ways for you to transact on your account. Review the various options here. Read Now

Sign up for eDocuments

Learn about the benefits of subscribing to eDocuments for your statements and regulatory documents. Learn More

Other account services topics:

Still have questions? Call us at 1-800-359-3379. We are available 24 hours a day, 7 days a week.

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