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This portion of the website allows dealers to access account
information for their clients.
Getting started is simple
- Click "Register for access" in the navigation
menu to the left
- Complete the registration process
- Receive your password by mail
- Return to the site and log in
Dealers can access the following information
- Overview of assets by branch or rep
- Account information for shareholders
- Transaction history since 1 January 1999
- Detailed fund fact sheet, including all prices
If you have questions or need more information about online
access to client accounts, you can reach us 2 ways:
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