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| Home > Account Access > Frequently Asked Questions |
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| Frequently ASKED Questions |
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- What information do I need to access my accounts?
- How do I determine my PIN?
- What information do I need in order to establish a PIN?
- Can I change my PIN?
- What happens if I forget my PIN?
- What features and information should I expect to see on the Web site?
- How is my portfolio of accounts determined?
- Can I move money between funds?
- How often is the information updated?
- How do I know my account information is secure?
- When is Enterprise Account Access available?
1. What information do I need to access my accounts?
Account NumberSocial Security NumberPersonal Identification Number
2. How do I determine my PIN?
If you already have an active Shareholder InfoLine phone account, your Personal Identification Number, or PIN, will be the same four-digit code. If you do not have a Shareholder InfoLine PIN assigned to you, you can create a PIN on the main Account Access screen. The PIN you create must have between 5 and 8 numbers. Your newly-created PIN can be used with our telephone system at (800) 821-9540.
3. What information do I need in order to establish a PIN?
Account NumberSocial Security Number
4. Can I change my PIN?
Yes, after you have established a PIN, you can change it at any time when using Account Access.
5. What happens if I forget my PIN?
If you cannot remember your PIN, contact Shareholder Services at (800) 368-3527 for further assistance.
6. What features and information should I expect to see on the Web site?
Fund and account information
Net asset values (NAV)
Total account balance
Share balance
Transaction history
Make exchanges between Enterprise funds
Order duplicate statements
Order duplicate tax forms
Change the address on your account
7. How is my portfolio of accounts determined?
All accounts in your portfolio are grouped together based on your Social Security Number or Taxpayer Identification Number.
8. Can I move money between funds?
Exchanges of dollar amounts to new or existing funds are allowed provided that fund minimums are met. Additionally, there is a maximum exchange amount of $100,000. All exchanges need to be made by 4:00 pm ET to take place at the current business day's closing price. Exchanges made after that time will be processed at the next business day's closing price. Certain exchanges between mutual funds in your account are taxable events and may expose you to capital gains and distribution taxes. We encourage you to contact your financial professional before making exchanges in your portfolio to discuss tax consequences and the overall impact of the exchange on your financial strategy.
9. How often is the information updated?
The information, such as account balances, you see are updated as of the end of the previous business day. All balances are based on those fund prices.
10. How do I know my account information is secure?
First of all, you will need a Personal Identification Number (PIN) in order to enter your account information. It's important that you do not give that number to anyone. Additionally, after you have logged into Account Access, your login will time out after 15 minutes of inactivity. You will be required to log in again to access your account information. The data associated with your account login travels over the Internet in an encrypted format called Secured Socket Layer (SSL). This encryption standard allows data to be scrambled, protecting it from being intercepted and read as it travels over the Internet. Please see our list of browser requirements to make sure your browser supports SSL.
11. When is online Account Access available?
We have made every effort to make this Web site feature available to you 24 hours a day. From time to time, it may be unavailable because of basic scheduled maintenance. Additionally, Account Access may appear slow or unavailable when daily information is being updated.
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