How to Purchase Mutual Funds

From the Accounts home screen, select the Mutual Fund Account you wish to contribute to.

On the Investments page, in the drop down menu, ensure the Mutual Fund Account displayed is the account you wish to contribute to.

Please note, you can only contribute to funds you already own.

In the Your Mutual Fund Holdings section, select the Mutual Fund you would like to purchase.

Then, select the Purchase Mutual Funds button.

In the Account drop down menu ensure the Mutual Fund Account displayed is the account you wish to contribute to.

Please note, you can only contribute to funds you already own.

In the Fund Category and Fund drop down menu choose the Mutual Fund fund you wish to purchase.

In the Amount field, enter the amount of money you wish to contribute.

Select Yes or No from Are you using borrowed money to make this investment?

Keep in mind, investments cannot be purchased online using borrowed money.

In the E-mail field, the email on file will auto-populate. If there is no e-mail address on file, enter your e-mail address in this field.

In the Daytime Phone# field, enter your phone number and extension (if you have one). 

Select the Next button to continue.

Review the information to make sure it's correct.

Read the Fund Facts by viewing or downloading the document to review key information about the fund’s risk factors, past performance, costs, and investor rights.

Check the consent box to acknowledge you have reviewed the Fund Facts and agree to receive them electronically.

Select I accept to complete transaction.