Mutual Fund Account Application (New Accounts) Prefilled Form
Please complete the following to include your dealer information on printed/saved forms.
Investment options
Resources
Free risk analysis from our Portfolio Solutions Group
Latest perspective
Finding growth potential in unexpected places
For franchised U.S. auto dealers, consolidation and the e-commerce imperative could mark the biggest changes to the industry’s structure, possibly ever.
See all Perspectives posts
Active Insights
Research-driven market insights to help you position portfolios.
Learn moreActive Voice
A platform for new ideas and insights on public policy and financial sector issues
Learn moreHelp clients maneuver in markets
Quarterly manager commentary
Watch portfolio managers share their insights and find quarterly commentary on key funds.
Watch videoMore ideas for your clients
FundVisualizer®
View and compare over 30,000 funds, ETFs, and indexes. Create presentations. Free for advisors.
TargetDateVisualizer®
This innovative tool helps plan sponsors compare glide paths to select a target-date strategy.
Ideas for wealth management
Retirees may keep more savings under new guidelines
The Treasury Department updated the life expectancy projections used to calculate RMDs which may allow retirees to keep more savings longer.
See all Wealth Management posts
Why log in?
Login to access and manage client information.
Help logging in
For login assistance, please call support services at
1-800-354-2228