My Investments: Shareholder Account Access
Service Announcements  view all >>
  • Don't Become a Lost Shareholder
    Moving? Recently updated your email address? Be sure to notify Federated of changes to your address, including email. If Federated communications are returned as undeliverable, we will attempt to re-establish contact with you. If those efforts fail, mailings, account activity, and elections, such as systematic investments, withdrawals or exchange, may be suspended. Additionally, most states require companies like Federated to turn over the assets of "lost shareholders" after a certain period of time designated by each state. To avoid these kinds of problems, we urge you to notify your beneficiaries of the account's existence and keep your contact information with Federated current.
Register for My Investments: Shareholder Account Access
  • Manage your account whenever and wherever you want! Enroll in My Investments: Shareholder Account Access to view your account balance and transaction history, review tax information and access historical statements online. In addition, enrolling allows you to update account information, purchase, exchange or redeem shares, and order checkbooks directly from the site.
  • Enroll today! Create a new User ID and Password above, or contact a Client Service Representative to get started.
  • Help cut the clutter in your mailbox, too! Once registered, sign up for E-Delivery for convenient online delivery of your account documents.

Resources
  • Tax Center  Access information about tax issues and tax-advantaged solutions.
  • H&R Block At Home  Access easy-to-use, do-it-yourself tax solutions. The Smart Import® feature saves you time by conveniently importing your 1099- DIV, 1099-R, and 1099-B data from Federated into your return. Importing this information is free and there's no charge to e-file your return. If you have not already established an ID for My Investments you can do so by clicking on the “Create a new User ID and Password” link below the “Account Log In” section on the upper right side of this page.
  • Turbo Tax  Automatically import your 1099-DIV, 1099-R and 1099-B tax form data from your Federated mutual fund into your tax return. The download is free, with a minimal charge to file online. Please have your social security number and Federated User ID and password available. If you have not already established an ID for My Investments you can do so by clicking on the “Create a new User ID and Password” link below the “Account Log In” section on the upper right side of this page.
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