|
At Managers Funds, we designed Online Account Access to give you convenient, 24-hour access to your accounts. As a shareholder, you can check your account balance, review previous transactions, order statements and checks, and conduct many types of transactions using Online Account Access.
Account Maintenance Features
Buying Shares
Exchanging Shares
Selling Shares
Unavailable Online Transactions
The tables below show the types of online activities available for each type of account, including regular (non-IRA) accounts and IRA accounts. Transactions are subject to all requirements, restrictions, and fees as set forth in the prospectus.
| View Your Entire Portfolio of Accounts |
Available for all account types, non-IRA and IRA.
Available for all Funds.
|
You can review your entire portfolio of Managers Funds accounts from one single page. |
| View Your Account Detail |
Available for all account types, non-IRA and IRA.
Available for all Funds.
|
You can find even more information about individual accounts, including year-to-date additions, withdrawals and change in value. |
| View Previous Transactions |
Available for all account types, non-IRA and IRA.
Available for all Funds.
|
You can view previous transactions for 18 months back. |
| View Fund Distributions |
Available for all Funds.
|
You can view fund dividends, and short- and long-term capital gains for this year and last year. You can also view your payment option for dividends. |
| Reorder Checkbooks |
Available for all Funds with check-writing capabilties.
|
You can reorder checkbooks if you have check writing privileges on your accounts. You will find this in the Maintenance Menu section. |
| Update Profile |
Available for all account types, non-IRA and IRA.
Available for all Funds.
|
You can change your mailing address and phone number. You will find this in the Maintenance Menu section. |
| View Daily NAVs |
Available for all Funds.
|
NAVs are updated for the previous business day. |
| Into an existing account |
Available for all account types, non-IRA and IRA. |
Allows you to make purchases to your existing Managers Funds account with investment proceeds received via bank wire from another financial institution.
Your account must already have wiring instructions in place before you can buy shares using Online Account Access. |
| Into a new account |
Not available at this time. |
|
| To an existing Fund in an established account. |
Available for all account types, non-IRA and IRA. |
Allows you to exchange from one Fund to another Fund in an existing account. In order to perform this transaction, the two accounts must have identical account registration.
For example, if the name on one account is Bruce and Betty Howard, Joint Tenants in Common, and the Social Security Number is 555-55-5555, the other account must have exactly the same names on the account, and exactly the same Social Security Number. |
| To a new Fund. |
Available for all account types, non-IRA and IRA. |
Allows you to exchange from an existing Fund to a new Fund.
When you perform this transaction, a new account number is established with exactly the same account name and Social Security Number associated with the first account.
For example, if the name on the first account is Bruce and Betty Howard, Joint Tenants in Common, and the Social Security Number is 555-55-5555 the new account will have exactly the same names on the account, and Social Security Number. |
| Proceeds mailed by check to address on the account. |
Available for non-IRA accounts only. |
Allows you to sell shares from your Managers Funds account. The check will be made payable to the owner(s) of the account and mailed to the address of record on the account.
Before you make this transaction using Online Account Access, you may want to verify the address on the account by checking your account in Online Account Access, or on a recent statement or by calling Shareholder Services. |
| Proceeds sent by direct deposit (ACH) to another financial institution |
Available for non-IRA accounts only. |
Allows you to sell shares from your existing Managers Funds account and send the proceeds via direct deposit to another financial institution.
Your Managers Funds account must already have instructions in place before you can have proceeds sent by direct deposit.
Please allow three business days for the proceeds to arrive at the receiving financial institution. |
| Proceeds sent by wire to another financial institution |
Available for non-IRA accounts only. |
Allows you to sell shares from your existing Managers Funds account and send the proceeds via bank wire to another financial institution.
Your Managers Funds account must already have these instructions in place before you can have proceeds sent by wire to another financial institution.
Sale proceeds will arrive at the receiving financial institution the next business day.
|
IRA redemption features are not available through Online Account Access due to federal tax withholding rules and IRS regulations for IRA distributions. And exchanges cannot be made from Non-IRA to IRA accounts through Online Account Access.
Of course, you can continue to make these transactions by calling Managers at 800.548.4539 from 8:00 a.m. to 8:00 p.m. Eastern time, Monday through Friday.
Additional Assistance
If you have any questions about using Online Account Access, please call 800.548.4539 from 8:00 a.m. to 8:00 p.m. Eastern time, Monday through Friday. Outside the United States, please call 816.843.7368 from 8:00 a.m. to 8:00 p.m. Eastern time, Monday through Friday.
|
|
