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Please take a moment to verify that your online account has your current contact information (phone number, email address) and date of birth. If you have not previously added this information to your account, please take this opportunity to add it now. In order to add your email address, after logging on, click on the Account Profile tab and select User Profile. Click the Edit link for Email Address. Enter an email address and confirm the email address.
Your contact information will be important for you to have on file when we introduce a new web experience in 2022.
** Please be aware that at this time the Maximum Purchase amount via an ACH is now $250,000.00 per Account. If you are wanting to invest more than this amount it either needs to be via Check or Wire. **