Mutual Fund IRA Account Services

Complete this form to change your name, address, bank account information, dividend payments, add telephone privileges or set up an automatic investment plan for a Mutual Fund IRA Account.
If you're not sure what type of IRA you have, please check your account number. If it begins:

  • Alphabetically, you generally own an Investment Solutions IRA.
  • Numerically, you generally own a Mutual Funds IRA.

Mutual Fund IRA Account Services (PDF)
[mf_ira-service.pdf]

Frequently Asked Questions

Why is a Medallion Signature Guarantee required for certain Mutual Fund transactions?

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