Financial Advisor / United States Investor / United States Other MFS Sites
home proxy voting careers contact us help

How to...

At MFS we believe you should be able to manage your mutual fund account how you want, when you want. Whenever possible we offer ways for you to manage your account online, by automated phone system, by talking to a service representative, by mail, or through your investment professional so you can choose the method that is best for you.

In this section MFS mutual fund shareholders can learn how to access account information, request transactions, and learn about sales charges.

Update an Account
Update your mutual fund account online with MFS Access, by phone, or by mail.

Access an Account
There are several ways to track your mutual fund investments and administer your account. Find out how...

Buy Shares
Open a new account, or buy additional shares for your mutual fund account online with MFS Access, by phone, or by mail.

Exchange Shares
Exchange shares of one mutual fund for shares of the same class of another mutual fund.

Sell Shares
Sell mutual fund shares online with MFS Access, by phone, or by mail.

Transfer Ownership
Learn how to update the ownership of your account.

Get a Prospectus
Download fund literature for all MFS mutual funds.

Sales Charges & Fees
Information on how you and your investment professional can reduce your sales charges when purchasing shares.