FAQ

• Close How can I complete a contribution or withdrawal?

  Separate Account Clients

  We ask that you draft a letter with the specifications of your request and deliver that to us 4 business days before the requested trade date.

  Commingled Fund Clients
  

  We ask that you draft a letter with the specifications of your request and deliver that to us 15 calendar days before month-end.

• How can I update the key contacts/authorized signers on my account?
• Where can I find capital gains estimates for the mutual funds for the upcoming year-end?