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Our Interactive Voice Response Unit
Our Interactive Voice Response System supports both Touch Tone and Speech Recognition
Services making it easy to access the type of information you need. From the main
menu press:
#1 - To Access our Speech Recognition Service
#2 - To Access our Touch Tone Service
Speech Recognition Menu
Our speech recognition service allows you to verbally interact with the
system. Spoken commands may be used to access information. From the Speech
Menu say:
- Account Balance – To hear portfolio, account and position values.
- Financial Transactions – To process a financial transaction or stop a bank draft.
- Transaction History – For a listing of the most recent financial transactions
associated with your account.
- Fund Information – To hear fund price and performance information.
- Statements and Forms – To request a duplicate year-to-year statement,
Consolidated Tax Form or Checkbook.
- Contact Information – To hear navigation tips and contact information.
- Change PIN – To change your Personal Identification Number.
- Getting Started – For tips on the use of Speech Recognition.
- Shortcuts – To learn more about option specific shortcuts.
- Transfer – To speak to a Customer Service Representative.
Speech Helpful Hints:
- Speak naturally, using your natural tone and speed.
- Speaker or cellular phones may cause the system to misunderstand a command.
- Limit background noise, excessive background noise may cause the system
to misunderstand a command.
Touch Tone Menu
From the Touch Tone Main Menu Press:
#1 – To hear portfolio, account, and fund position values.
#2 – To process a financial transaction or stop a bank draft.
#3 – For a listing of the most recent financial transactions associated with your account.
#4 – To hear fund price and performance information.
#5 – To request a duplicate year-to-date statement.
#6 – To hear navigation tips and contact information.
#7 – To change your Personal Identification Number.
#0 – To transfer to a Customer Service Representative.
You may also use the Interactive Voice Response Unit to establish a Personal Identification Number (PIN), so that you can obtain account specific
information or perform financial transactions on your account. You are responsible for the confidentiality and security of your Login ID and PIN.
It is always a good practice to periodically change your Personal Identification Number. Transaction processing using the Interactive Voice Response
Unit is only available on authorized accounts for shareholders who have elected telephone transaction privileges.
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