Account Maintenance

Looking to make changes to your existing account?

Online Maintenance

Log into to your account to:

• Make additional purchases
• Change your address
• Update your e-mail address
• Change your telephone number
• Switch to electronic document delivery
• Change your distributions options
• Add/Update an Automatic Investment Plan (AIP)*

Click here to sign into your account

Not registered for online account access? Click here to sign up.

*Automatic Investment Programs do not protect against loss or assure profit.

Mail-in Maintenance

Select and print the form you need, then return it to Shareholder Services via:

Regular Account Maintenance

To change a name, an address, an automatic investment plan, a systematic withdrawal plan, distribution options, telephone & on-line privileges, bank information, householding, or transfer of death designation for your account
To change your account options or provide general instructions
To place a standard purchase, redemption, or exchange request within your account
To select or change the cost basis method for your account
To receive distributions from your IRA account
To transfer or rollover funds from a qualified plan into your Grandeur Peak IRA account
To add or modify bank information to your IRA account to authorize purchase and redemptions
To designate or change the beneficiary on your IRA account
To set or change the allocation to your employees in a SEP IRA account
To designate or change a beneficiary for your 403(b) account
To receive distributions from your IRA 403(b) account
To receive distributions from your Coverdell account
To transfer assets from another Coverdell account into a Grandeur Peak Coverdell account
To designate or change Transfer on Death (TOD) beneficiaries on your account
To change the registration on your account