Account Services
Covers day-to-day client operations and features available in their account.
17 articles
- Payment MethodsAcceptable methods for transferring funds to your account
- Information regarding Switches and Redemptions
- Auto-Increase on Regular Contributions
- Who can certify my CDD documents?
- Wire Instructions
- Do you accept paper forms?
- Can corporate entities open an account?
- Can a trust own an account?
- How Can I Get a Statement for Tax Reporting?
- What Does ‘Awaiting Allocation’ Mean?
- How many account owners can an account have?
- How can I make changes to my account?Transactions & account management
- How long does it take to make a withdrawal?Partial & Full Redemptions
- Are there extra charges for withdrawing funds?
- Are there extra charges for reducing my regular contributions?
- How Do I Review and Approve the Terms & Conditions?
- Administrative Forms