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Update your Dividend or Capital Gain Distribution Option

Taxable (non-IRA) accounts can update capital gains and dividends distribution options at any time. IRA accounts must reinvest capital gains and dividends until they have reach the qualified age (59 ½). At this time then these can be switched to distribute. To make an update to your dividend or capital gain distributions please login in to your account or find the form below.


I would like to…

Instructions and Forms I need

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Update the Capital Gain and/or Dividend Options


·        Update online – Please login to your account online


·        Update with a Chat Representative – Please chat with us using link to the left for assistance


·        Update with a Phone Representative – Please call us at the number to the left


·        Update in writing – Utilize our Account Options Form


·        A confirmation will be sent when this has been updated


·        All account owners must sign when sending in to us