The Active Investor app provides a secure, user-friendly platform for you to access and manage your mutual fund accounts online from your mobile device. With powerful, easy to use tools at your fingertips, and built in fraud protection, you have the security and convenience to manage your financial freedom.
• Enroll in e-delivery of statements and tax forms
• Easy navigation and “Quick Links” to most commonly used functions
• Quick and secure log-in and forgot password process simplifies account access
• Seamless on-the-go access to your accounts across all your desktop and mobile devices
• View real-time account balances and transaction history
• Open new investment accounts and buy, sell or make exchanges into new or existing accounts
• Create and manage automatic investment and systematic withdrawal plans
• Update personal and beneficiary information
• Enroll in SMS text alerts for online activity: financial transactions, account maintenances and
profile changes
The quick, easy and secure log-in and forgot password capabilities simplifies account access. Just use your existing user ID and password to access your accounts on your phone. It’s that simple.