FAQ

• How can I complete a contribution or withdrawal?
• Close How can I update the key contacts/authorized signers on my account?

  Separate Account & Commingled Fund Clients

  Please have any currently authorized signer contact us and let us know of the change to your account.

  Mutual Fund Clients

  Please call 866-773-3238 to update that information.

• Where can I find capital gains estimates for the mutual funds for the upcoming year-end?