Overview

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

Open New 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 be set up only with an investment professional.

Update Account: Update your address, name, add/update your automatic investment purchase plan, add/update a systematic withdrawal plan, add/update check writing, add Rights of Accumulation or Letter of Intent, update your beneficiary information and add/update transfer of death beneficiary information. 

Buy Shares: 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 online with MFS Access.

Sell Shares: Sell shares for your mutual fund account online with MFS Access.

Transfer Ownership: Add another owner, update the owner to someone new or remove an owner of an account.

Sales Charges and Fees: See flexible pricing options offered by MFS.

Proxy Voting: View the proxy voting activity for each company held in MFS' funds.

Contribution Direct: Manage contributions to your retirement plan.