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Buy Additional Shares

MFS offers you the convenience and flexibility to work/access/manage your account online via MFS Access or by calling our automated phone system at 1-800-225-2606.

  • Online
  • Phone & Mail

Buying shares online with MFS Access

In order to buy online, you must sign up for MFS Access and provide MFS with your bank/savings account information either when you set up your account or by completing and mailing an Additional Account Services form.

Step 1: Logging in to MFS Access

Select Manage my Accounts from the main menu of mfs.com and then click MFS Mutual Fund, IRA, and 529 Accounts (MFS Access).

  • If you are already set up with MFS Access, simply type in your user name, verify your security settings, enter your password, and you will be taken to your portfolio page.
  • If you are not set up with MFS Access, click "First time using MFS Access?" and follow the online instructions. It will be helpful to have a recent account statement during this process.

Step 2: Buying shares

From your My portfolio page you will see a list of the funds you currently own. Choose a fund and click on the "I want to..." box next to it. Select Buy shares. Follow the step-by-step instructions. To buy shares in additional funds, return to your portfolio page and repeat the process.

Things you should know when buying shares:

  • Online transactions may be influenced by a variety of factors, including the speed of your Internet connection.
  • Purchases received before 4:00 PM Eastern Time (the close of the New York Stock Exchange) will be processed at that day's prices. Requests received after that time will be processed with the closing price of the next business day.
  • 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.

Automated Phone System 1800-225-2606

MFS’ automated phone system allows you to add money 24 hours a day to your existing MFS mutual fund account from your pre-designated bank checking or savings account with just a phone call.

Please note: In order to take advantage of this service, you must provide MFS with your bank checking/savings account information either when you set up your account or by completing and mailing an Additional Account Services form to us.

Steps

1. When you call MFS, you will be prompted for your Social Security number and personal identification number (PIN). If you do not have a PIN, the system will allow you to create one. It will be helpful to have a recent account statement handy when creating your PIN.
2. After entering your Social Security number and PIN, the system will provide you your current account balance and direct you to the main menu. From the main menu, you may either use our speech recognition feature and simply speak to the system or say "touchtone" to use your phone's keypad.

For speech-recognition

  • Say "transactions." You will be prompted with two options — exchange or purchase.
  • Say "purchase." Note: there is a $50 minimum purchase for all funds and $100,000 maximum for Class A and C share purchases, $99,999 maximum for Class B.
  • The system will prompt you for the details on the fund you’re adding to and the amount. Purchases made before 4 p.m. Eastern time will receive the closing price for that day. Purchases after 4 p.m. will receive the next day’s closing price.
  • You will receive a confirmation of the purchase in the mail within a few days.

For touchtone

After saying "touchtone" or pressing the "*" key twice:

  • Press "231" on your keypad.
  • To select the fund to which you would like to add money, either type in the fund number or hit "#" for a list of funds.
  • After selecting the fund, the system will guide you through the process. Purchases made before 4 p.m. Eastern time will receive the closing price for that day. Purchases after 4 p.m. will receive the next day's closing price.
  • You will receive a confirmation of the purchase in the mail within a few days.

If at any time you would like to speak with a representative, simple say "representative" or press "0".

Buying shares by mail

Send a check (payable to MFS Service Center, Inc.) with a letter of instruction that lists the MFS Fund and your Account Number(s). The shares will be purchased on the day we receive your check.

Send the letter of instruction:

For Regular mail
MFS Service Center, Inc.
P.O. Box 55824
Boston, MA 02205-5824
For Overnight mail (for special express delivery services, such as Fedex, that require a street address):
MFS Service Center, Inc.
c/o Boston Financial Data Services
30 Dan Road
Canton, MA 02021-2809

You will receive a confirmation of the purchase in the mail within a few days.