Mutual Fund Record Keeping and Duplicate Statements

Need duplicate records for tax purposes? To request a duplicate year-end record or tax form to be mailed to your address of record, you can:



  • Speak with a representative during our normal business hours: Monday through Friday, 8AM–6PM (Central Time).
  • Use our interactive voice response system 24 hours a day, 7 days a week.


  • Log in to your account.
  • Navigate to the Mutual Funds section.
  • Click on the desired fund name/account.
  • On the left-hand side, click Tax Summary or Account Summary.
  • Click View Forms.
  • Select the requested form.
  • Click Order Forms.

Risk Disclosures

Investing involves risk, including potential for loss.


Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value