Financial Professionals
Investment Advisor Information
Financial Advisor Account Services
Individual Investors
Investor Services
#2 - Investor Services Representatives (9:00a.m. - 6:00p.m. E.T.)
This service is intended for general fund inquiries only. Absolutely no trading requests (buy, sell or exchange) can be executed via this system. In addition no account maintenance inquiries should be submitted via this system. If you require assistance with your account, please call Investor Services. To ensure your privacy, do not send private or confidential information in your email. This service is not a solicitation for business.
Mailing Address
P.O. Box 219662
Kansas City, MO 64121-9662
Overnight Delivery
430 W. 7th Street, Suite 219662
Kansas City, MO 64105-1407
Wiring Instructions - Purchases
State Street Bank & Trust Company
Boston, MA 02210
Attn: Mutual Funds Services
Fund Name
Shareholder Name
Shareholder Selected Account No.
Federal Routing Number 011000028
DDA 9905-325-8
Affiliated Firms
Mutual Fund OneSource® from Charles Schwab
Fidelity FundsNetwork®
TD Ameritrade
Pershing FundVest
DATAlynx
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