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If you forgot your password, but know your User ID, enter your User ID above and select Log In - then select Forgot Password.
If you forgot your User ID and password, select 'Forgot User ID' above first.
Complete this form to set up an electronic funds transfer from your bank to your Mutual Fund IRA.
Electronic Funds Transfer to a Mutual Fund IRA (PDF)[020ZT.ASF]
Frequently Asked Questions
If you have questions or need help selecting the correct form, call us at 1 800 842-2776.