Online Help : Online Account Access for Clients

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 amd supplements.
Access your tax forms online

Is thie site considered secure for financial transactions?
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 your information remains safe and secure.

How do I register my account online?
From the homepage below the login box, click on Register now. You'll need to enter your fund and accout number, Social Security number/tax identification number, name, and email address. Create your new User ID and password, 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.

Where do I find my fund and/or account number?
Your account number is located on your quarterly statement and on all of your transaction confirmation statements. If you know the fund name you are registering for, you can look up your fund number during the registration process. For additional help, please call a client services representative.

Can I use the same User ID and password to access all my accounts?
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 your 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.

Why am I unable to register my account?
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
Accounts that hold institutional shares
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

How soon can I make account transactions after I register?
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.

Why can't I make transactions between all my accounts after I registered?
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.

Will I receive a confirmation of my online transactions?
Yes. A confirmation statement will be mailed to the address of record on the account once the transaction has been processed.

Can I request transactions on my company-sponsored plan accounts?
No. Group plan accounts are currently not eligible for online transactions.

How can I update my phone number or email address?
After logging in to your account, go to the “Modify Profile” page to make changes to your phone number or email address.

How can I change my password?
You can change your password at any time. After you log into your account, select the Change password link at the top right of the page. Enter your current password and your new password to update.

I can't remember my password.
You can reset your password online using the Forgot password link below the login module on the Home page or Account access page. You will need to know your User ID and the validation question and answer your chose when you registered in order to reset your password online. If you need additional help, please call a client services representative.

I can't remember my User ID.
If you forget your User ID or get locked out of your account, please call a client services representative for assistance. You will need to have your fund number and account number available when you call.

I receive an error message when logging into my account.
There are several reasons why you may reveive an error message when logging in. Check to ensure that your User ID and password are correct. If you continue to have trouble, please contact a client services representative for assistance.

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