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Customer Connection
Customer Connection is an automated phone system that gives you 24-hour access to your accounts and supports speech recognition. Helpful hints can be found in our User's Guide . It's fast, easy and confidential.
Shareholder account services
Mon - Fri: 8am - 7pm ET
| Shareholder Services | 800.345.6611 |
| Transaction Department | 800.422.3737 |
| Registered Investment Advisors | 866.444.5435 |
| Independent Advisors | 800.446.4008 |
| Dealer Services (Mon - Fri: 8am - 7pm ET) | 800.322.2847 |
Get a response within 2 business days
| Service inquiries |  Send a message |
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