Account Services
Covers day-to-day client operations and features available in their account.
18 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
Multiple Accounts DeclarationOpening Multiple Accounts
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