Buy 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 1-800-637-8255.

  • Online

    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 either a Service Application (Non-Retirement) or a Retirement Plan Service Form (PDF).

    Step 1: Logging in to MFS Access

    Select MFS Access under Access My Accounts from the Resources portion of the main menu of mfs.com for MFS Mutual Fund and IRA Accounts. For 529 accounts, choose 529 Investor Portal instead.

    • If you are already set up with MFS Access, type in your username and password.
      • You will receive a code for dual factor authentication and upon verifying you will be taken to your portfolio summary page.
    • If you are not set up with MFS Access, click "New User?" and follow the online instructions. It will be helpful to have a recent account statement handy during this process.

    Step 2: Buying shares

    From the Portfolio Summary page, click the Account Actions button and select Purchase. Alternatively, you can choose Trading from the main menu and under One Time Transactions, select Purchase. 

    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
  • Phone & Mail

    Buy Shares by Automated Phone

    To buy shares by phone, please call 1-800-225-2606 and speak to a service representative or use MFS' automated phone system.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 either a Service Application (Non-Retirement) or a Retirement Plan Service Form (PDF) 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 press ** to use your phone's keypad.

    For speech-recognition

    • Say "my account." You will be prompted with three options — account balances, financial transactions, or account security and settings.
    • Say "financial transactions." You will be prompted with three options — historical transactions, buy shares, or exchange.
    • Say "buy shares." Note: there is a $50 minimum purchase for all funds and $100,000 maximum for Class A and C share purchases.
    • 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 pressing the "*" key twice:

    • Press "121" 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 with a letter of instruction that lists the MFS Fund and your Account Number(s). The check should be made payable to either MFS Service Center, Inc. for mutual fund and IRA accounts or to MFS 529 Savings Plan for 529 accounts. The shares will be purchased on the day we receive your check.

    Send the letter of instruction and check for mutual fund and IRA accounts to:

    For Regular mail
    MFS Service Center, Inc.
    PO Box 219341
    Kansas City, MO 64121-9341    		 For Overnight mail (for special express delivery services, such as Fedex, that require a street address):
    MFS Service Center, Inc.
    Suite 219341
    801 Pennsylvania Ave
    Kansas City, MO 64105-1307

    Send the letter of instruction and check for 529 accounts to:

    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

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

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 either a Service Application (Non-Retirement) or a Retirement Plan Service Form (PDF).

Step 1: Logging in to MFS Access

Select MFS Access under Access My Accounts from the Resources portion of the main menu of mfs.com for MFS Mutual Fund and IRA Accounts. For 529 accounts, choose 529 Investor Portal instead.

  • If you are already set up with MFS Access, type in your username and password.
    • You will receive a code for dual factor authentication and upon verifying you will be taken to your portfolio summary page.
  • If you are not set up with MFS Access, click "New User?" and follow the online instructions. It will be helpful to have a recent account statement handy during this process.

Step 2: Buying shares

From the Portfolio Summary page, click the Account Actions button and select Purchase. Alternatively, you can choose Trading from the main menu and under One Time Transactions, select Purchase. 

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

Buy Shares by Automated Phone

To buy shares by phone, please call 1-800-225-2606 and speak to a service representative or use MFS' automated phone system.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 either a Service Application (Non-Retirement) or a Retirement Plan Service Form (PDF) 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 press ** to use your phone's keypad.

For speech-recognition

  • Say "my account." You will be prompted with three options — account balances, financial transactions, or account security and settings.
  • Say "financial transactions." You will be prompted with three options — historical transactions, buy shares, or exchange.
  • Say "buy shares." Note: there is a $50 minimum purchase for all funds and $100,000 maximum for Class A and C share purchases.
  • 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 pressing the "*" key twice:

  • Press "121" 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 with a letter of instruction that lists the MFS Fund and your Account Number(s). The check should be made payable to either MFS Service Center, Inc. for mutual fund and IRA accounts or to MFS 529 Savings Plan for 529 accounts. The shares will be purchased on the day we receive your check.

Send the letter of instruction and check for mutual fund and IRA accounts to:

For Regular mail
MFS Service Center, Inc.
PO Box 219341
Kansas City, MO 64121-9341		 For Overnight mail (for special express delivery services, such as Fedex, that require a street address):
MFS Service Center, Inc.
Suite 219341
801 Pennsylvania Ave
Kansas City, MO 64105-1307

Send the letter of instruction and check for 529 accounts to:

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

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