My Investments: Shareholder Account Access
Service Announcements  view all >>
  • 2019 MARTIN LUTHER KING, JR. DAY OBSERVANCE
    Federated will be closed for business on Monday, January 21, 2019, in observance of Martin Luther King, Jr. Day. No trading or Federal Reserve wire settlement will occur on this date.

    Please note that normal trading and settlement will be followed for all funds (per each fund's prospectus), on Friday, January 18, 2019, and Tuesday, January 22, 2019.

    If you have any questions, please contact our Client Service Representatives at 1-800-245-4770. Thank you.
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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