Shareholder Resources
Related Resources
Phone Access - Mutual Funds
Dial 1-800-257-8787 and press 1.
  • > Have your Tax ID (SSN) and PIN ready
  • > Have your Product Number ready
Press 1 for Fund Prices and Distribution Information
  1. > Price and Distribution
    1. > Prices
    2. > Dividend and capital gain information
  2. > Prices and distribution information for fund group
    1. > Prices
    2. > Dividend and capital gain infomation
Press 2 for Account Balances and Recent Transactions
  1. > Account balances and recent transactions
    1. > Balance on one of your funds
    2. > Portfolio balance
    3. > Most recent transactions in your account
    4. > Last dividend transaction
      1. > Repeat the last 5 transactions
      2. > Hear the next 5 transactions
      3. > Hear recent transactions for another fund
      4. > Prior year holdings
  2. > Prices and distribution information on funds you own
    1. > Prices and distribution information for a specific fund you own
      1. > Prices
      2. > Dividend and capital gain information
    2. > Prices and distribution information on all Nuveen funds you own
      1. > Prices
      2. > Dividend and capital gain information
  3. > Purchase, exchange or redeem
    1. > Purchase
      1. > Purchase into another fund
    2. > Exchange
      1. > Make another exchange from this fund
      2. > Exchange from another fund
    3. > Redeem
Press 3 to Order Duplicate Statements
Press 4 for Watchlist Menu
  1. > Prices and distribution information for funds in your watchlist
    1. > Prices
    2. > Dividend and capital gain information
  2. > Establish or edit your watchlist
    1. > List funds in your watchlist
    2. > Add funds to your watchlist
    3. > Delete 1 fund from your watchlist
    4. > Delete all funds from your watchlist
  3. > Delete another fund from your watchlist
    1. > Delete another fund from your watchlist
  4. > Delete all funds from your watchlist
    1. > Add a new fund to your watchlist
Press 5 for Mailing Information
  1. > Mailing instructions
    1. > Repeat this information
  2. > Internet address
    1. > Repeat this information
  3. > Fund literature
    1. > Repeat this information
Press 6 for Year-end Info and Duplicate Tax Forms
  1. > Year-end account balance
    1. > Repeat this information
    2. > Select a new fund
  2. > Year-end dividend and capital gain information
    1. > Repeat this information
    2. > Select a new fund
  3. > Order duplicate tax forms
    1. > Process a tax form request for another account