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Retirement and Educational
Savings Accounts - Information on Cost Basis Reporting
Account Access
Welcome to Online Account Access for Selected Funds shareholders. The links below will help both Shareholders and Financial Representatives access their account, check balances, view historical transactions and other account functions.
» Shareholder Account Access - for Selected Funds Shareholders
» Dealer Account Access - for Financial Representatives
Windows XP Users
After December 4, you will no longer be able to access your mutual fund accounts using Windows XP. Please upgrade your operating system to a supported version to continue to access the secure site. Please see this link for more information regarding the end of Windows XP support.
Cost Basis Information for Mutual Funds
Click here for information on the new IRS requirements for reporting mutual fund cost basis.
Click here for information on how to read the 1099-B form used for reporting cost basis.
