Our clients are encouraged to register for a confidential pass code to gain access their mutual fund portfolio summaries through the Internet. This pass code allows easy access to obtain current values of mutual fund holdings and to view portfolio transaction information within the past ninety days.

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Note: Login occurs through a third-party website.

You must have a web browser that is capable of secure-socket layer communications. Microsoft Internet Explorer version 5.0 and higher or Netscape Communicator/Navigator version 4.7 or higher will meet your requirements. To upgrade your software we recommend the popular file-download sites, http://www.download.com or http://www.tucows.com.