SELECT YOUR LOCATION & ROLE:
location
SELECT A ROLE
For Financial Advisors, RIAs, Analysts, Institutional Clients and Consultants only
Please make the necessary corrections below:
For Shareholders Only
Access your MFS mutual fund, IRA, 529 savings plan accounts, quarterly statements, and sign up for eDelivery.
LoginIf you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password.
If you are working in a public space, such as a library, you would not want to select this option. You also might decide against this option if you visit the MFS site from work and others have access to your computer.
If you do NOT click this box, you will have to enter your user name and password each time you wish to view your mfs.com homepage. Regardless of what computer you are using, NOT clicking the box is the more secure choice for you to make.
MFS Funds are available only through an investment professional; we cannot accept applications without a registered representative listed. We are confident an investment professional can provide you significant value by working with you to identify investments to best fit your goals and objectives
To open a new account with MFS, please follow the steps outlined below. For additional information, be sure to read these tips for setting up your account.
The new account application can be downloaded, printed, and completed by hand or you can fill in the application online and print it out. After filling out the application, each registered owner must sign it and your investment professional's firm must complete the dealer section
Important: To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Please work with your investment professional to ensure the required information is provided on the application
MFS cannot establish your account unless Sections 1 through 6 of the application are completed. (Download application below.) We also suggest reviewing other account services offered in Sections 7 through 10 with your investment professional. Note: Do not use the MFS Mutual Fund Application to set up an MFS IRA or 529 College Savings Plan
Mutual Funds Forms
For Regular mail MFS Service Center, Inc. PO Box 219341 Kansas City, MO 64121-9341 |
For Overnight mail MFS Service Center, Inc. Suite 219341 801 Pennsylvania Ave Kansas City, MO 64105-1307 |
If you have any questions, or need assistance, please contact us at 1-800-225-2606, Monday - Friday, 8 a.m. to 7 p.m. Eastern time.
The new account application can be downloaded, printed, and completed by hand or you can fill in the application online and print it out. After filling out the application, the registered owner must sign it and your investment professional's firm must complete the dealer section.
Important: To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Please work with your investment professional to ensure the required information is provided on the application.
MFS Traditional and Roth IRA Forms
For Regular mail MFS Service Center, Inc. PO Box 219341 Kansas City, MO 64121-9341 |
For Overnight mail MFS Service Center, Inc. Suite 219341 801 Pennsylvania Ave Kansas City, MO 64105-1307 |
If you have any questions, or need assistance, please contact us at 1-800-637-1255, Monday - Friday, 8 a.m. to 7 p.m. Eastern time.
The new account application can be downloaded, printed, and completed by hand or you can fill in the application online and print it out. After filling out the application, the registered owner must sign it and your investment professional's firm must complete the dealer section.
Important: To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Please work with your investment professional to ensure the required information is provided on the application.
MFS SIMPLE IRA Plan - Employer Resource Guide
MFS SIMPLE IRA Plan - Employee Resource Guide
MFS SEP/SARSEP Plan
MFS 403(b) Plan
For Regular mail MFS Service Center, Inc. PO Box 219341 Kansas City, MO 64121-9341 |
For Overnight mail MFS Service Center, Inc. Suite 219341 801 Pennsylvania Ave Kansas City, MO 64105-1307 |
If you have any questions, or need assistance, please contact us at 1-800-637-1255, Monday - Friday, 8 a.m. to 7 p.m. Eastern time.
Tips for setting up your account
The new account application can be downloaded, printed, and completed by hand or you can fill in the application online and print it out. After filling out the application, the registered owner must sign it and your investment professional's firm must complete the dealer section.
Important: To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Please work with your investment professional to ensure the required information is provided on the application.
College Planning Forms
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 |
If you have any questions, or need assistance, please contact us at 1-888-529-0063, Monday - Friday, 8 a.m. to 7 p.m. Eastern time.
Tips for setting up your account
The new account application can be downloaded, printed, and completed by hand or you can fill in the application online and print it out. After filling out the application, each registered owner must sign it and your investment professional's firm must complete the dealer section
Important: To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Please work with your investment professional to ensure the required information is provided on the application
MFS cannot establish your account unless Sections 1 through 6 of the application are completed. (Download application below.) We also suggest reviewing other account services offered in Sections 7 through 10 with your investment professional. Note: Do not use the MFS Mutual Fund Application to set up an MFS IRA or 529 College Savings Plan
Mutual Funds Forms
For Regular mail MFS Service Center, Inc. PO Box 219341 Kansas City, MO 64121-9341 |
For Overnight mail MFS Service Center, Inc. Suite 219341 801 Pennsylvania Ave Kansas City, MO 64105-1307 |
If you have any questions, or need assistance, please contact us at 1-800-225-2606, Monday - Friday, 8 a.m. to 7 p.m. Eastern time.
The new account application can be downloaded, printed, and completed by hand or you can fill in the application online and print it out. After filling out the application, the registered owner must sign it and your investment professional's firm must complete the dealer section.
Important: To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Please work with your investment professional to ensure the required information is provided on the application.
MFS Traditional and Roth IRA Forms
For Regular mail MFS Service Center, Inc. PO Box 219341 Kansas City, MO 64121-9341 |
For Overnight mail MFS Service Center, Inc. Suite 219341 801 Pennsylvania Ave Kansas City, MO 64105-1307 |
If you have any questions, or need assistance, please contact us at 1-800-637-1255, Monday - Friday, 8 a.m. to 7 p.m. Eastern time.
The new account application can be downloaded, printed, and completed by hand or you can fill in the application online and print it out. After filling out the application, the registered owner must sign it and your investment professional's firm must complete the dealer section.
Important: To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Please work with your investment professional to ensure the required information is provided on the application.
MFS SIMPLE IRA Plan - Employer Resource Guide
MFS SIMPLE IRA Plan - Employee Resource Guide
MFS SEP/SARSEP Plan
MFS 403(b) Plan
For Regular mail MFS Service Center, Inc. PO Box 219341 Kansas City, MO 64121-9341 |
For Overnight mail MFS Service Center, Inc. Suite 219341 801 Pennsylvania Ave Kansas City, MO 64105-1307 |
If you have any questions, or need assistance, please contact us at 1-800-637-1255, Monday - Friday, 8 a.m. to 7 p.m. Eastern time.
Tips for setting up your account
The new account application can be downloaded, printed, and completed by hand or you can fill in the application online and print it out. After filling out the application, the registered owner must sign it and your investment professional's firm must complete the dealer section.
Important: To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Please work with your investment professional to ensure the required information is provided on the application.
College Planning Forms
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 |
If you have any questions, or need assistance, please contact us at 1-888-529-0063, Monday - Friday, 8 a.m. to 7 p.m. Eastern time.
Tips for setting up your account