How to Find Statements & Tax Documents

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Mutual Fund Account Access

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Daily Transaction Confirmations are only available for viewing online if you have consented for eDelivery. To view statements and accept eDelivery, please select the button above or the Profile Maintenance tab on the top navigation and follow the eDelivery sign up directions. Please note you will no longer receive your printed confirmations via postal mail delivery if you select this option

Click on statements

Here you will find both your quarterly statements as well as your tax documents.