Is this your first time using this webpage?
If so, please follow the steps below to setup a password.

  • Select your mutual fund from the list.
  • Type your account number in the account number field.
  • Type the last four digits of your social security or tax id number in the password field.
  • Fill in the information on the online account set up form and then submit the page.
  • Wait for the response stating that you have set up your account.
  • Click the back button to login in using the password you just set up.

  • Still having problems? Please contact Mutual Shareholder Services at 1-440-922-0066 for help.