Mutual Fund IRA Account Services
Frequently Asked Questions
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)
If you have questions or need help selecting the correct form, call us at 1 800 842-2252.