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For Shareholders Only
Access your MFS mutual fund, IRA, 529 savings plan accounts, quarterly statements, and sign up for eDelivery.
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MFS offers you the convenience and flexibility of selling mutual fund shares online via MFS Access or by calling our service center at 1-800-225-2606
In order to sell shares online, you must first sign up for MFS Access. Please Note: Some IRAs and Workplace Retirement accounts may not be eligible to sell shares through MFS Access. Some 529 accounts may not be eligible to sell shares through the 529 Investor Portal.
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.
Step 2: Selling shares
From the Portfolio Summary page, click the Account Actions button and select Redeem. Alternatively, you can choose Trading from the main menu and under One Time Transactions, select Redeem. Follow the step-by-step instructions.
To sell shares by phone, please call 1-800-225-2606 and ask for a representative. You can sell up to $100,000 worth of shares per day and have a check payable as registered sent to the address of record. Additional documentation may be needed for certain types of accounts. Please contact a Customer Service Representative if you have questions.
You can sell up to $100,000 worth of shares per day and have a check payable as registered sent to address of record. Please choose the appropriate forms listed within the Forms tab above, based on your account type, to sell your shares. For assistance related to these forms, please call 1-800-225-2606.
Send the completed form 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 MFS Service Center, Inc. Suite 219341 801 Pennsylvania Ave Kansas City, MO 64105-1307 |
Send the completed form 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 your check in the mail within a few days.
In order to sell shares online, you must first sign up for MFS Access. Please Note: Some IRAs and Workplace Retirement accounts may not be eligible to sell shares through MFS Access. Some 529 accounts may not be eligible to sell shares through the 529 Investor Portal.
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.
Step 2: Selling shares
From the Portfolio Summary page, click the Account Actions button and select Redeem. Alternatively, you can choose Trading from the main menu and under One Time Transactions, select Redeem. Follow the step-by-step instructions.
To sell shares by phone, please call 1-800-225-2606 and ask for a representative. You can sell up to $100,000 worth of shares per day and have a check payable as registered sent to the address of record. Additional documentation may be needed for certain types of accounts. Please contact a Customer Service Representative if you have questions.
You can sell up to $100,000 worth of shares per day and have a check payable as registered sent to address of record. Please choose the appropriate forms listed within the Forms tab above, based on your account type, to sell your shares. For assistance related to these forms, please call 1-800-225-2606.
Send the completed form 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 MFS Service Center, Inc. Suite 219341 801 Pennsylvania Ave Kansas City, MO 64105-1307 |
Send the completed form 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 your check in the mail within a few days.