Sell Shares

MFS offers you the convenience and flexibility of selling mutual fund shares online via MFS Access or by calling our service center at 1-800-225-2606

  • Online

    Selling shares online with MFS Access

    In order to sell shares online, you must first sign up for MFS Access. Please Note: Some IRAs and Workplace Retirement accounts may not be eligible to sell shares through MFS Access. Some 529 accounts may not be eligible to sell shares through the 529 Investor Portal.

    Step 1: Logging in to MFS Access

    Select MFS Access under Access My Accounts from the Resources portion of the main menu of mfs.com for MFS Mutual Fund and IRA Accounts. For 529 accounts, choose 529 Investor Portal instead.

    • If you are already set up with MFS Access, type in your username and password.
      • You will receive a code for dual factor authentication and upon verifying you will be taken to your portfolio summary page.
    • If you are not set up with MFS Access, click "New User?" and follow the online instructions. It will be helpful to have a recent account statement handy during this process.

    Step 2: Selling shares

    From the Portfolio Summary page, click the Account Actions button and select Redeem. Alternatively, you can choose Trading from the main menu and under One Time Transactions, select Redeem. Follow the step-by-step instructions. 

    Things you should know when selling shares

    • The sale of your shares could have tax consequences and could be subject to a Contingent Deferred Sales Charge (CDSC). For further information, please contact your financial advisor or tax advisor.
    • Requests received after the close of the New York Stock Exchange will be processed at the following business day's price.
    • If you have questions at any point in this process, please call MFS Service Center at 1-800-225-2606 any business day from 8:00 AM to 7:00 PM Eastern Time
  • Phone & Mail

    Selling shares by phone

    To sell shares by phone, please call 1-800-225-2606 and ask for a representative. You can sell up to $100,000 worth of shares per day and have a check payable as registered sent to the address of record. Additional documentation may be needed for certain types of accounts. Please contact a Customer Service Representative if you have questions.

    Selling shares by mail

    You can sell up to $100,000 worth of shares per day and have a check payable as registered sent to address of record. Please choose the appropriate forms listed within the Forms tab above, based on your account type, to sell your shares. For assistance related to these forms, please call 1-800-225-2606.

    Send the completed form for mutual fund and IRA accounts to:

    For Regular mail
    MFS Service Center, Inc.
    PO Box 219341
    Kansas City, MO 64121-9341
    		 For Overnight mail
    MFS Service Center, Inc.
    Suite 219341
    430 W 7th Street
    Kansas City, MO 64105-1407

    Send the completed form for 529 accounts to:

    For Regular mail
    MFS 529 Savings Plan
    PO Box 534454
    Pittsburgh, PA 15253-4454
         		 For Overnight mail 
    MFS 529 Savings Plan
    Attention: 534454
    500 Ross Street, 154-0520
    Pittsburgh, PA 15262

    You will receive your check in the mail within a few days.

    Things you should know when selling shares

    • A medallion signature guarantee will be needed if any of the following apply:
      -The address on the account was changed within 30 days.
      -The payment is being sent to an address other than the on on the account.
      -You are selling more than $100,000 worth of shares.
      -The check is not payable as the account is registered.
    • Requests received after the close of the New York Stock Exchange will be processed at the following day's price.
    • The sale of your shares could have tax consequences and could be subject to a Contingent Deferred Sales Charge (CDSC). For further information, please contact your financial advisor or tax advisor.
  • Forms

Selling shares online with MFS Access

In order to sell shares online, you must first sign up for MFS Access. Please Note: Some IRAs and Workplace Retirement accounts may not be eligible to sell shares through MFS Access. Some 529 accounts may not be eligible to sell shares through the 529 Investor Portal.

Step 1: Logging in to MFS Access

Select MFS Access under Access My Accounts from the Resources portion of the main menu of mfs.com for MFS Mutual Fund and IRA Accounts. For 529 accounts, choose 529 Investor Portal instead.

  • If you are already set up with MFS Access, type in your username and password.
    • You will receive a code for dual factor authentication and upon verifying you will be taken to your portfolio summary page.
  • If you are not set up with MFS Access, click "New User?" and follow the online instructions. It will be helpful to have a recent account statement handy during this process.

Step 2: Selling shares

From the Portfolio Summary page, click the Account Actions button and select Redeem. Alternatively, you can choose Trading from the main menu and under One Time Transactions, select Redeem. Follow the step-by-step instructions. 

Things you should know when selling shares

  • The sale of your shares could have tax consequences and could be subject to a Contingent Deferred Sales Charge (CDSC). For further information, please contact your financial advisor or tax advisor.
  • Requests received after the close of the New York Stock Exchange will be processed at the following business day's price.
  • If you have questions at any point in this process, please call MFS Service Center at 1-800-225-2606 any business day from 8:00 AM to 7:00 PM Eastern Time

Selling shares by phone

To sell shares by phone, please call 1-800-225-2606 and ask for a representative. You can sell up to $100,000 worth of shares per day and have a check payable as registered sent to the address of record. Additional documentation may be needed for certain types of accounts. Please contact a Customer Service Representative if you have questions.

Selling shares by mail

You can sell up to $100,000 worth of shares per day and have a check payable as registered sent to address of record. Please choose the appropriate forms listed within the Forms tab above, based on your account type, to sell your shares. For assistance related to these forms, please call 1-800-225-2606.

Send the completed form for mutual fund and IRA accounts to:

For Regular mail
MFS Service Center, Inc.
PO Box 219341
Kansas City, MO 64121-9341
 For Overnight mail
MFS Service Center, Inc.
Suite 219341
430 W 7th Street
Kansas City, MO 64105-1407

Send the completed form for 529 accounts to:

For Regular mail
MFS 529 Savings Plan
PO Box 534454
Pittsburgh, PA 15253-4454
 		 For Overnight mail 
MFS 529 Savings Plan
Attention: 534454
500 Ross Street, 154-0520
Pittsburgh, PA 15262

You will receive your check in the mail within a few days.

Things you should know when selling shares

  • A medallion signature guarantee will be needed if any of the following apply:
    -The address on the account was changed within 30 days.
    -The payment is being sent to an address other than the on on the account.
    -You are selling more than $100,000 worth of shares.
    -The check is not payable as the account is registered.
  • Requests received after the close of the New York Stock Exchange will be processed at the following day's price.
  • The sale of your shares could have tax consequences and could be subject to a Contingent Deferred Sales Charge (CDSC). For further information, please contact your financial advisor or tax advisor.
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