Customer Support

Working with us is easy. Whether you need account help, fund information, or just want to know the right person to contact with a question, we’ll provide the information you need.

Browse help topics

Get assistance and troubleshooting tips for common account-related activities.

Visit our Tax Center

Paying taxes on investments can be complicated. Give your clients deeper insight with answers to commonly asked questions.

Find forms & applications

Everything you need to update your beneficiaries, open a new account, rollover or withdraw funds, and more.

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Ask a question, share a comment, or voice a concern.

Contact us
Have a question or need assistance? Call our customer service representatives at 800-222-5852, opt. 3, Monday-Friday, 7 a.m.-7 p.m. CT.