Wasatch Funds Shareholder Account Access

New Shareholder Online Account Portal

 

We are happy to announce an upgrade to our Shareholder Online Access Portal, effective 9/21/2020. If you have registered your account before 9/21/2020, you will need to re-register for online account access.

To re-register, you will need your current account number and social security number/taxpayer identification number. To start, click on the Register Now link. When prompted to enter a User ID, you must use one that is different from your current one. Please note that even though your login credentials will change, your account number has not changed.

If you need assistance with re-registering, accessing your account, or obtaining your account number, please contact Shareholder Services at 1-800-551-1700, Monday through Friday between 7:00 a.m. and 7:00 p.m., Central Time.

The new portal has enhanced authentication measures to ensure your account is secure. During the registration process, you will be prompted to select an authentication method:

  • Soft token authenticator application through your smartphone, or
  • Authentication via Text to your cell phone

 

The soft token authenticator provides a higher level of security over other widely accepted methods. To use this option, you will be prompted to download an authenticator application on your smartphone. After registering your primary device, the authenticator application will only be needed when accessing your account from a new device.

In addition to new security options, you will also be able to do the following:

  • Add bank information on your accounts
  • Redemptions for IRA accounts
  • Maintain beneficiary information for IRA accounts

 

If you have any further questions or comments, please contact our Shareholder Service Department toll-free at 1-800-551-1700 from 7:00 a.m. to 7:00 p.m. Central Time, Monday through Friday, and a representative will be happy to assist you.

Access Your Existing Wasatch Funds Account

Access Your Account

With online account access shareholders can:

  • View account(s) online, including balances and transactional history
  • Purchase additional shares, exchange shares, or redeem shares
  • Order duplicate statements
  • Sign up for e-delivery of quarterly statements and annual tax statements, as well as prospectuses, semi-annual reports, and annual reports

Open a New Wasatch Funds Account

Open An Account

Individuals can now create a new account online

To open an account by mail please visit the applications section of our website