|
Daily Account Balance
|
|
X
|
X
|
X
|
X
|
|
Address Change
|
|
X
|
X
|
X
|
X
|
|
Beneficiary Information
|
Available for accounts with a designated beneficiary
|
X
|
X
|
X
|
|
|
Block Internet Access
|
|
X
|
X
|
X
|
X
|
|
Checkbook Reorder
|
Available for accounts that have an established check writing privilege
|
X
|
|
|
|
Consolidate Accounts
for Mailings
|
|
X
|
X
|
X
|
X
|
|
Cost Basis
|
Available for accounts with cost basis information
|
X
|
X
|
X
|
X
|
|
Create/Reset/Change Pin
|
|
X
|
X
|
X
|
X
|
|
Dealer Information
|
|
X
|
X
|
X
|
|
Dividend/Capital Gain Options
Update
|
|
X
|
X
|
X
|
|
Download to Excel/Money/
Quicken
|
|
X
|
X
|
X
|
X
|
|
eDelivery
|
Fund prospectuses and reports
|
X
|
X
|
X
|
X
|
|
Exchange
|
Available for most account types
|
X
|
X
|
X
|
X
|
|
Investment Detail & History
|
|
X
|
X
|
X
|
X
|
|
Online Statements/Tax Forms
|
|
X
|
X
|
X
|
X
|
Order Duplicate Statements &
Tax Forms
|
|
X
|
X
|
X
|
X
|
Pending Trades
(View and Cancel)
|
|
X
|
X
|
X
|
X
|
|
Prior Year Tax Information
|
Available if there is pending trade on the fund/account that was placed via the
internet
|
X
|
X
|
X
|
X
|
|
Purchase to Existing Fund
|
Available for accounts with tax forms
|
X
|
X
|
X
|
|
|
Purchase to New Fund
|
|
X
|
X
|
X
|
|
|
Quarterly Account Balance
|
|
X
|
X
|
X
|
X
|
|
Redeem
|
Consolidated account views
|
X
|
|
|
|
|
Systematic Exchange Add
|
Available for non-retirement accounts with ACH bank information
|
X
|
|
|
|
|
Systematic Exchange Update
|
Available for most accounts
|
X
|
|
|
|
|
Systematic Purchase Add
|
Available for accounts that already have this option
|
X
|
X
|
X
|
|
|
Systematic Purchase Update
|
Available for non-retirement accounts with ACH bank information
|
X
|
X
|
X
|
|
|
Systematic Withdrawal Add
|
Available for accounts that already have this option
|
X
|
|
|
|
|
Systematic Withdrawal Update
|
Available for non-retirement accounts with ACH bank information
|
X
|
|
|
|
|
Transaction History
|
Available for accounts that already have this option
|
X
|
X
|
X
|
X
|
|
Transfer / Rollover Status
|
|
X
|
X
|
X
|
X
|
|
YTD Tax Summary Information
|
|
X
|
X
|
X
|
X
|