Email: [email protected]. Phone: 310-907-5527 (press 2) Schedule a call: Click here
Email (Portfolio): [email protected] Email (Transfer Agent): [email protected] Phone: 310-907-5527
"*" indicates required fields Account Name* Email* PhoneInvestor Issue*Select investor issueLOGGING IN: Can't login; forgot username / password / security questionSTATUS: What's my investment status? When do I get my login?REGISTERING: Unable to register my Securitize account; system doesn’t recognize my account; didn't receive verification codeSELL SHARES: I want to redeem my shares / sell my fundsTAXES: Accessing 1099-DIV, tax certification, tax filing questionDIVIDEND REINVESTMENT: DRP enrollmentDIVIDENDS: Where's my dividend? Enrolling in direct depositADDING SHARES: How do I add more funds?APP: Mobile iOS app issueOTHER ISSUEIssue details NameThis field is for validation purposes and should be left unchanged.
"*" indicates required fields