Registration and Login FAQ - Investors
Gain 24-hour secure online access to your mutual fund accounts. Online access enables you to:
- View account balances
- Process transactions such as purchases, redemptions and exchanges
- Update your email address and personal information
- Update your distribution options or automatic investment plan
- Enroll in electronic delivery (eDelivery) to reduce paper. Our eDelivery service includes quarterly statements, in addition to annual and semiannual reports, prospectuses and supplements.
- Access tax forms online
Visit our investor website to register for online account access.
We rely on 128-bit encryption technology, the most secure encryption technology available, to scramble your account data and transmissions. In addition, we have incorporated additional security procedures into the account login and registration process to help ensure client information remains safe and secure.
From the homepage below the login box, click on Register now. They will need to enter their fund and account number, Social Security number/tax identification number, name, and email address. Create a new User ID and password, and then answer a validation question and answer to help them retrieve their password if they forget it. At this time, they can also choose to enroll in eDelivery to receive their prospectuses, annual reports, semiannual reports and shareholder statements electronically instead of in paper format. Lastly, review and accept the user agreement to complete registration and view their account.
If the accounts are linked through the same account owner and appear together on quarterly statements, the client will be able to access their accounts using the same User ID and password. For example, if the quarterly statements show a joint account held by the client and their spouse as well as an individual account that is registered in the client’s name only, they will be able to access both accounts using the same User ID/password.
The account number is located on the quarterly statement and on all transaction confirmation statements. If you know the fund name being registered for, you can look up the fund number during the registration process. For additional help, please call a client services representative.
Certain types of accounts cannot register for online access including:
- Accounts that have a freeze or stop on them for any reason (including transferring or purchasing funds or placing a stop on account mail)
- Accounts with a foreign address without a U.S. Social Security Number (SSN) or Tax Identification Number (TIN) on file.
- Accounts with a foreign address
- Corporate accounts
- Brokerage accounts (for example, if your Columbia funds are held at another financial institution)
- Advantage Plan Trust accounts
- Accounts where there is no Social Security number or tax ID number
- Accounts for minors (UTMA/UGMA, Coverdell ESA, etc.) where the minor holds accounts with multiple custodians
- Closed accounts
After they register and are logged on to the Investor site, they can immediately make transactions by selecting an action from the drop-down menu on the "Account Summary" page within the "Account Access" section of the site. The same options will also appear when they select an account number to view details.
You can transact on all accounts that have an identical primary Social Security Number (SSN) or Tax Identification Number (TIN) linked through the same User ID and password. For example, if the client sets up an individual account and a joint tenant account, they may not be able to perform transactions on both, unless the primary SSN on the joint tenant account is identical to the individual account. However, they will be able to view the joint account on an inquiry basis.
Yes. A confirmation statement will be mailed to the address of record on the account once the transaction has been processed.
No. Group plan accounts are currently not eligible for online transactions.
After the client logs in to their account, they can select their first name in the top right to view the menu. They should then select My Profile to make changes to their phone number or email address.
They can change their password at any time. After logging into their account, they should select their first name in the top right to view the menu. They should then select My Profile and go to the Password section where they can enter their current password and their new password to update.
They can reset their password online from the “Log in” page. They should click on the Forgot Credentials? link in the login module. They will be prompted to confirm some of their account information and may need to verify their identity prior to creating their new password. If they need additional help, please have them call a client services representative.
They can retrieve their User ID online from the “Log in” page. They should click on the Forgot Credentials? link in the login module. They’ll be prompted to confirm some of their account information and may need to verify their identity prior to retrieving their User ID. If they need additional help, please have them call a client services representative.
There are several reasons why your client may receive an error message when logging in. They should check to ensure that their User ID and password are correct. If they continue to have trouble, they can use the Forgot Credentials? link in the login module or contact a client services representative.