IPO Plus Fund - Online Benefits

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IPO Plus Fund Online

Benefits to Online Investing

With IPO Plus Online, you can access your IPO Plus Fund account at your convenience. IPO Plus Online lets you view your IPO Plus Fund accounts that have the same Social Security Number.

With IPO Plus Online you can:

Check the value of your account
Invest in your account*
View recent transactions
Receive your quarterly and confirmation account statements
Receive the IPO Plus Fund's reports and prospectus electronically
Change your address

Signing up for IPO Plus Online is easy. All you need is:

One of your recent IPO Plus Fund account statements
Your Social Security number.

Secure Login

Already signed up? Login here to access your account.

Forgot your password?

If you have already signed up, but have forgotton your password, click here and we will issue a new password to you.

Document Center

Have Questions?

Call us toll-free at 1-888-IPO-FUND (1-888-476-3863) Monday-Friday.

*Your IPO Plus Fund account must have bank account information pre-established before you can invest online.

*The Fund is offered by prospectus only. The prospectus contains more complete information including fees, expenses and risks involved in investing in initial public offerings and should be read carefully before investing. Shares of the IPO Plus Fund are available for direct sale only in the United States and Puerto Rico .