Shareholder Account Manager
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Security Questions and Answers
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Existing User – Already Registered for the
New Shareholder Account Manager? Sign In Here
Existing User – Not Registered for the
New Shareholder Account Manager? Self-Register Here
New Shareholder Account Manager Self-Registration Instructions
PFS Investment clients with American Century, Amundi US, Invesco, Franklin Templeton and Nuveen funds may check their portfolio here. Enter your User ID and Password.
Information regarding portfolios at other fund companies may be found on those companies' websites.
U.S. Shareholders Only