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All FAQs about Retail-Class Mutual Fund Accounts
You can set up the new mutual fund account in one of three ways:
- You can make an exchange from one of your existing mutual funds (minimum of $2,500) to the new fund (please remember that an "exchange" does constitute a "sale" of shares and is a taxable event).
- You can open a mutual fund onlineOpens pdf. If you do not already have a user ID, you will be asked to create a new user ID and password as you go along.
- You can also do it through the mail. You can send in your investment (minimum of $2,500 for a new account) with an investment coupon from one of your existing funds. If you don’t have an investment coupon, use a separate piece of paper to give us your name, address, fund account number, and the fund or funds you want to invest in and the amount to be invested in each fund.
Mailing address for mutual fund accounts
PO Box 219227
Kansas City, MO 64121-9227
Yes. You can exchange shares online when you're logged in to your account
You will receive an online confirmation of your transaction. You'll also get a follow-up confirmation delivered to your inbox or mailbox depending on your delivery preferences.
No. But it is easy to order more over the phone. Call 800-223-1200 weekdays from 8 a.m. to 10 p.m. (ET) to request additional checks.
An AIP lets you buy mutual fund shares directly, using money debited from either a checking or savings account.
You can make the purchases monthly or twice monthly.
If you use this feature, we'll waive the minimum investment of $2,500 for each mutual fund. You can set this up any time.
If you already shared your bank information with us, simply log into your account to contribute online.
If we don’t have your bank information, please fill out an account services form to add your bank information to your account.
Looking to invest regularly?
An automatic investment plan (AIP) allows you to deposit a specific amount ($100 or greater) to your mutual fund account either every month or twice a month. Look for this option on your Account Services Agreement form.
You can change the amount over the phone or in writing.
If you stopped your AIP contribution and have not changed your bank account information, call 800-223-1200, weekdays from 8 a.m. to 10 p.m. (ET), for assistance.
You cannot change the AIP online.
If your funds aren't already in a retirement plan and they aren't tax deferred, you first need to redeem the shares held at the other company and send them in along with a completed mutual funds application.
You can open a tax-deferred mutual fund IRA by completing the application and mailing it in.
Yes. You can change your allocation from your online account.Please note that you can only make one transfer or withdrawal from the "Personal Annuity Select Fixed" account once every six months.