Automated Phone SystemThe automated phone system allows you to access quotes, account information, and to perform trades on your account. The system phone number is 1-800-368-7550.
Using the systemThe Automated Phone System uses advanced voice recognition technology to retrieve quotes, access account information, and perform trades.
Within the Automated Phone System, you have access to the following:
How do I access the Automated Phone System, and when is it available?Call 1-800-368-7550 to begin using the Automated Phone System.
How do I register to use the Automated Phone System?To begin registration, enter the last four digits of your SSN and your date of birth when prompted. After confirming your SSN, you will be asked to enter one of your account numbers. You can either use your touch-tone keypad or speak your account number.
Once your account number has been confirmed, you will be asked to select a four to eight digit PIN. When selecting your PIN, choose a number that only you know and is difficult for others to guess. Try not to use repeated or sequential digits (e.g., 1234 or 5555). Your PIN cannot be the last four digits of your SSN.
When you have finished selecting your PIN, you are ready to get started with the Automated Phone System .
What are the requirements for my PIN?Your PIN can be any four to eight digit number. When selecting your PIN, choose a number that only you know and one that is difficult for others to guess. Try not to use repeated or sequential digits (e.g., 1234 or 5555). Your PIN cannot be the last four digits of your SSN.
What can I say at the Main Menu?
Can I enter any information using my touch-tone phone?You can speak or use your touch-tone phone to enter your SSN, PIN, account number, ticker symbol, price, or quantity. This is for security reasons. If you are in a public setting and do not wish others to hear this information, you may wish to use your touch-tone keypad.
What if the Automated Phone System doesn't understand what I am saying?If the Automated Phone System has difficulty understanding what you are saying, it may ask you to repeat a phrase. If the Automated Phone System continues to have difficulty, it will connect you with a representative who can complete your request.
What if I want to speak with a representative or need help while using the Automated Phone System?If you need an in-depth explanation of the section you are in, say "help." If you need to speak with a representative at any time, you can say "representative" or "agent" and you will be connected with a representative who can assist you.
Can I listen to or view pending orders?You are able to listen to pending orders by calling the Automated Phone System. You can also use Online Account Access to view pending Automated Phone System orders.
To review your order status in the Automated Phone System, say "Other Information" then "Current Orders" then "Review All Orders."
Order status for Online Account Access is located in the Trading area.
How do I get quotes without speaking?After you log in using touch-tones for your SSN and PIN, just enter the fund number on your touch pad from the main menu. After hearing the quote, just enter the next fund number to get another quote.