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Your Account Information:

To review your account information online, go to and follow the steps below to setup a password. 

  • Select your mutual fund from the list. 

  • Type your account number in the account number field. 

  • Type the last four digits of your social security or tax id number in the password field. 

  • Fill in the information on the online account set up form and then submit the page. 

  • Wait for the response stating that you have set up your account. 

  • Click the back button to login in using the password you just set up.

Still having problems? Please contact Mutual Shareholder Services at 1-440-922-0066 for help.

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