Account Access

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

  • Price and Distribution
    • Prices
    • Dividend and capital gain information
  • Prices and distribution information for fund group
    • Prices
    • Dividend and capital gain infomation

Press 2 for Account Balances and Recent Transactions

  • Account balances and recent transactions
    • Balance on one of your funds
    • Portfolio balance
    • Most recent transactions in your account
    • Last dividend transaction
      • Repeat the last 5 transactions
      • Hear the next 5 transactions
      • Hear recent transactions for another fund
      • Prior year holdings
  • Prices and distribution information on funds you own
    • Prices and distribution information for a specific fund you own
      • Prices
      • Dividend and capital gain information
    • Prices and distribution information on all Nuveen funds you own
      • Prices
      • Dividend and capital gain information
  • Purchase, exchange or redeem
    • Purchase
      • Purchase into another fund
    • Exchange
      • Make another exchange from this fund
      • Exchange from another fund
    • Redeem

Press 3 to Order Duplicate Statements

Press 4 for Watchlist Menu

  • Prices and distribution information for funds in your watchlist
    • Prices
    • Dividend and capital gain information
  • Establish or edit your watchlist
    • List funds in your watchlist
    • Add funds to your watchlist
    • Delete 1 fund from your watchlist
    • Delete all funds from your watchlist
  • Delete another fund from your watchlist
    • Delete another fund from your watchlist
  • Delete all funds from your watchlist
    • Add a new fund to your watchlist

Press 5 for Mailing Information

  • Mailing instructions
    • Repeat this information
  • Internet address
    • Repeat this information
  • Fund literature
    • Repeat this information

Press 6 for Year-end Info and Duplicate Tax Forms

  • Year-end account balance
    • Repeat this information
    • Select a new fund
  • Year-end dividend and capital gain information
    • Repeat this information
    • Select a new fund
  • Order duplicate tax forms
    • Process a tax form request for another account
Not registered?

Register for access to investment team commentary, detailed portfolio information, and other advisor resources. For instant access, register now.

Your Contacts

Our goal is to deliver lasting value to our clients. For assistance, please call or email our advisor service team or contact your personal Nuveen Service Team.

Log in to nuveen.com to access your personal Nuveen Service Team.

Financial Advisors

800-752-8700
Email

Registered Investment Advisors

800-558-4487

Account Access

For more information on Mutual Fund Vision, FAN Mail, or accessing client accounts, please visit our advisor account access page.

Advisor Access

Investor Access