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Update Address

MFS offers you the convenience and flexibility of updating the address on your account online via MFS Access. Keeping your address up-to-date ensures that you receive fund documents and account statements in a timely manner.

  • Online

    Updating address online with MFS Access

    In order to update your address online, you must first sign up for MFS Access.

    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: Updating your address

    Select Account Profile from the main menu. On the Account Profile page, select Contact Information, then edit the mailing address. 

    Things you should know when updating your address:

    For your protection, redemption requests to the new address within 30 calendar days of an address change must be received in writing, with a Medallion Signature Guarantee from a member firm of a domestic stock exchange or the Financial Industry Regulatory Authority (FINRA)TM, bank, savings association or credit union that is an eligible guarantor. A notary public is not an acceptable guarantor.

  • Phone & Mail

    Updating address by phone

    To update an address for mutual fund and IRA accounts by phone, please call 1-800-225-2606 and speak to a service representative. For 529 accounts, please call 1-888-529-0063 and speak to a service representative.

    Updating address by mail

    Provide either a signed letter of instruction with your account information and the new address or complete the appropriate service form for your account type.

    • Service Application (PDF)
      Complete this form on your computer, print it, and mail it to us.
    • Retirement Plan Service Form (PDF)
      IRA Service Application includes reduced sales charges, dealer changes, dollar-cost averaging, invest by phone, bank account information and automatic investment.
    • 529 Savings Plan Service Form (PDF)
      Use this form to update or add account privileges.

    Send the letter of instruction or completed form for mutual fund and IRA accounts to:

    For Regular mail
    MFS Service Center, Inc.
    P.O. Box 55824
    Boston, MA 02205-5824    		 For Overnight mail 
    MFS Service Center, Inc.
    c/o Boston Financial Data Services
    30 Dan Road
    Canton, MA 02021-2809

    Send the letter of instruction or 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

Updating address online with MFS Access

In order to update your address online, you must first sign up for MFS Access.

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: Updating your address

Select Account Profile from the main menu. On the Account Profile page, select Contact Information, then edit the mailing address. 

Things you should know when updating your address:

For your protection, redemption requests to the new address within 30 calendar days of an address change must be received in writing, with a Medallion Signature Guarantee from a member firm of a domestic stock exchange or the Financial Industry Regulatory Authority (FINRA)TM, bank, savings association or credit union that is an eligible guarantor. A notary public is not an acceptable guarantor.

Updating address by phone

To update an address for mutual fund and IRA accounts by phone, please call 1-800-225-2606 and speak to a service representative. For 529 accounts, please call 1-888-529-0063 and speak to a service representative.

Updating address by mail

Provide either a signed letter of instruction with your account information and the new address or complete the appropriate service form for your account type.

  • Service Application (PDF)
    Complete this form on your computer, print it, and mail it to us.
  • Retirement Plan Service Form (PDF)
    IRA Service Application includes reduced sales charges, dealer changes, dollar-cost averaging, invest by phone, bank account information and automatic investment.
  • 529 Savings Plan Service Form (PDF)
    Use this form to update or add account privileges.

Send the letter of instruction or completed form for mutual fund and IRA accounts to:

For Regular mail
MFS Service Center, Inc.
P.O. Box 55824
Boston, MA 02205-5824		 For Overnight mail 
MFS Service Center, Inc.
c/o Boston Financial Data Services
30 Dan Road
Canton, MA 02021-2809

Send the letter of instruction or 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
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