Forms for mutual funds and savings

Electronic submission of mutual fund forms

On this page you will find downloadable forms for mutual funds and savings. Find the form you need, download, fill out and submit by tapping here:

Deceased’s estate settlement

If it is in regard to a deceased person’s estate settlement, you can upload documents and report the settlement here

Read more about it here

Form for buying mutual funds

Platform fees are charged to all customers over the age of 18.