Overview

Use the left navigation tabs to access and manage your account(s).

MFS Access: Access your MFS mutual fund and IRA accounts and quarterly statements. Historical 529 account information (statements, tax forms, and activity) for the period prior to May 23, 2022 may also be viewed on MFS Access.

529 Investor Portal: Access your MFS 529 Savings Plan account(s) and quarterly statements beginning May 23, 2022.

Closed-End Funds: Access your MFS closed-end fund accounts. Check share balances, market values and historical prices as well as view distribution information.

Go Paperless With eDelivery: Sign up for eDelivery and receive email notices when your latest MFS fund prospectuses, shareholder reports and statements are available.