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Fund Acknowledgement

Once the information has been entered, the “Fund Acknowledgement” screen will appear.  The fund number, fund name and information will be provided.

  • Details regarding any trading restrictions that may apply to investments in the selected fund(s) displayed.
  • You will be advised that fees may apply to the trade that was requested.
  • Details of any restrictions that may affect future trading into or out of the funds.  Information is provided that directs you to review the prospectus and/or call the Client Care Center at 1-800-448-2542. 
  • You may also contact your financial professional at the number located in the “Contact” section on the “My Summary” screen.

You will be required to click on the “Reviewed and Agreed” box to acknowledge that you are aware of the possibility of restrictions or fees.  If the box is not checked the transactions will not be completed.