Gain 24-hour secure online access to your mutual fund accounts. Online access enables you to:

• View account balances
• Process transactions such as purchases, redemptions and exchanges
• Update your email address and personal information
• Update your distribution options or automatic investment plan
• Enroll in electronic delivery (eDelivery) to reduce paper. Our eDelivery service includes quarterly statements, in addition to annual and semiannual reports, prospectuses and supplements.
• Access tax forms online

We rely on 128-bit encryption technology, the most secure encryption technology available, to scramble your account data and transmissions. In addition, we have incorporated additional security procedures into the account login and registration process to help ensure client information remains safe and secure.

From the homepage below the login box, click on Register now. You'll need to enter your fund and account number, Social Security number/tax identification number, name, and email address. Create a new User ID and password, and then answer a validation question and answer to help you retrieve your password if you forget it. At this time, you can also choose to enroll in eDelivery to receive your prospectuses, annual reports, semiannual reports and shareholder statements electronically instead of in paper format. Lastly, review and accept the user agreement to complete registration and view your account.

If your accounts are linked through the same account owner and appear together on quarterly statements, you will be able to access your accounts using the same User ID and password. For example, if the quarterly statements show a joint account held by you and your spouse as well as an individual account that is registered in your name only, you will be able to access both accounts using the same User ID/password.

The account number is located on the quarterly statement and on all transaction confirmation statements. If you know the fund name being registered for, you can look up the fund number during the registration process. For additional help, please call a client services representative.

Certain types of accounts cannot register for online access including:

• Accounts that have a freeze or stop on them for any reason (including transferring or purchasing funds or placing a stop on account mail)
• Accounts with a foreign address without a U.S. Social Security Number (SSN) or Tax Identification Number (TIN) on file.
• Accounts with a foreign address
• Corporate accounts
• Brokerage accounts (for example, if your Columbia funds are held at another financial institution)
• Advantage Plan Trust accounts
• Accounts where there is no Social Security number or tax ID number
• Accounts for minors (UTMA/UGMA, Coverdell ESA, etc.) where the minor holds accounts with multiple custodians
• Closed accounts

After you register and are logged on to the site, you can immediately make transactions by selecting an action from the drop-down menu on the "Account Summary" page within the "Account Access" section of the site. The same options will also appear when you select an account number to view details.

You can transact on all accounts that have an identical primary Social Security Number (SSN) or Tax Identification Number (TIN) linked through the same User ID and password. For example, if you set up an individual account and a joint tenant account, you may not be able to perform transactions on both, unless the primary SSN on the joint tenant account is identical to the individual account. However, you will be able to view the joint account on an inquiry basis.

Yes. A confirmation statement will be mailed to the address of record on the account once the transaction has been processed.

No. Group plan accounts are currently not eligible for online transactions.

After logging in to your account, select your first name in the top right to view the menu. Select My Profile to make changes to your phone number or email address.

You can change your password at any time. After logging into your account, select your first name in the top right to view the menu. Select My Profile and go to the Password section where you can enter your current password and your new password to update. 

You can reset your password online from the “Log in” page. Just click on the Forgot Credentials? link in the login module. You will be prompted to confirm some of your account information and may need to verify your identity prior to creating your new password.  If you need additional help, please call a client services representative.

You can retrieve your User ID online from the “Log in” page. Just click on the Forgot Credentials? link in the login module. You’ll be prompted to confirm some of your account information and may need to verify your identity prior to retrieving your User ID. If you need additional help, please call a client services representative.

There are several reasons why you may receive an error message when logging in. Check to ensure that your User ID and password are correct. If you continue to have trouble, you can use the Forgot Credentials? link in the login module or contact a client services representative.