Helpful information for current and future MFS mutual fund shareholders.
Open an Account
Get a new account application and step-by-step instructions to open a new MFS mutual fund account. Please note that new accounts can only be set up with an investment professional.
Access my Account
There are several ways to track your investments and administer your account. Find out how...
Buy additional shares for your mutual fund account online with MFS Access, by phone or by mail.
Exchange shares of one fund for shares of the same class of another mutual fund with no additional sales charge.
Sell mutual fund shares online with MFS Access, by phone, or by mail.
Sales Charges & Fees
MFS offers a variety of share classes to provide you with a choice of how you wish to pay for financial advice. Your investment professional can help you select the right share class and identify ways to reduce your sales charges.