MFS Contribution Direct

MFS Contribution Direct allows plan administrators, investment professionals, and Agents to manage and submit investment plan allocations and contributions to MFS over the internet.

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Any participant that adds an account to their portfolio, either through exchange or any other means, is required to notify the plan administrator of any change in payment allocations. MFS does not systematically update the allocations on Contribution Direct. This is the responsibility of the plan administrator. MFS will not be responsible for any adjustments resulting from a failure to update allocation(s). 

Additionally, if an account is closed via either an exchange or redemption this account must be re-opened in order to receive future contributions. The plan administrator will need to call the MFS Service Center to request this action before submitting a roster that includes a contribution into the account. 

Investment Center

Daily MFS Fund Updates
Fund Fact Sheets
Insights

Forms & Applications

Enrollment/Change Form (PDF)
Simple IRA Employer Application (PDF)
Simple IRA Employee Application (PDF)

Quick Links

Contribution Direct User Guide (PDF)
Frequently Asked Questions

System Requirements

In order to use MFS Contribution Direct, your computer system must meet the following criteria:

  • The MFS Contribution Direct Web product will require 256 byte Secure Socket Layer (SSL) encryption.
  • After December 4, 2016, you will no longer be able to use Windows XP to access Contribution Direct. Please upgrade your operating system to a supported version to continue to access the secure site. Learn more regarding the end of Windows XP support.
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