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For Financial Advisors, RIAs, Analysts, Institutional Clients and Consultants only
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For Shareholders Only
Access your MFS mutual fund, IRA, 529 savings plan accounts, quarterly statements, and sign up for eDelivery.
LoginIf you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password.
If you are working in a public space, such as a library, you would not want to select this option. You also might decide against this option if you visit the MFS site from work and others have access to your computer.
If you do NOT click this box, you will have to enter your user name and password each time you wish to view your mfs.com homepage. Regardless of what computer you are using, NOT clicking the box is the more secure choice for you to make.
MFS offers you the convenience and flexibility to work/access/manage your account online via MFS Access or by calling our automated phone system at 1-800-637-8255.
In order to buy online, you must sign up for MFS Access and provide MFS with your bank/savings account information either when you set up your account or by completing and mailing either a Service Application (Non-Retirement) or a Retirement Plan Service Form (PDF).
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.
From the Portfolio Summary page, click the Account Actions button and select Purchase. Alternatively, you can choose Trading from the main menu and under One Time Transactions, select Purchase.
Please note: In order to take advantage of this service, you must provide MFS with your bank checking/savings account information either when you set up your account or by completing and mailing either a Service Application (Non-Retirement) or a Retirement Plan Service Form (PDF) to us.
Steps
1. When you call MFS, you will be prompted for your Social Security number and personal identification number (PIN). If you do not have a PIN, the system will allow you to create one. It will be helpful to have a recent account statement handy when creating your PIN.
2. After entering your Social Security number and PIN, the system will provide you your current account balance and direct you to the main menu. From the main menu, you may either use our speech recognition feature and simply speak to the system or press ** to use your phone's keypad.
For speech-recognition
For touchtone
After pressing the "*" key twice:
If at any time you would like to speak with a representative, simple say "representative" or press "0".
Buying shares by mail
Send a check with a letter of instruction that lists the MFS Fund and your Account Number(s). The check should be made payable to either MFS Service Center, Inc. for mutual fund and IRA accounts or to MFS 529 Savings Plan for 529 accounts. The shares will be purchased on the day we receive your check.
Send the letter of instruction and check 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 (for special express delivery services, such as Fedex, that require a street address): MFS Service Center, Inc. Suite 219341 801 Pennsylvania Ave Kansas City, MO 64105-1307 |
Send the letter of instruction and check 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 a confirmation of the purchase in the mail within a few days.
In order to buy online, you must sign up for MFS Access and provide MFS with your bank/savings account information either when you set up your account or by completing and mailing either a Service Application (Non-Retirement) or a Retirement Plan Service Form (PDF).
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.
From the Portfolio Summary page, click the Account Actions button and select Purchase. Alternatively, you can choose Trading from the main menu and under One Time Transactions, select Purchase.
Please note: In order to take advantage of this service, you must provide MFS with your bank checking/savings account information either when you set up your account or by completing and mailing either a Service Application (Non-Retirement) or a Retirement Plan Service Form (PDF) to us.
Steps
1. When you call MFS, you will be prompted for your Social Security number and personal identification number (PIN). If you do not have a PIN, the system will allow you to create one. It will be helpful to have a recent account statement handy when creating your PIN.
2. After entering your Social Security number and PIN, the system will provide you your current account balance and direct you to the main menu. From the main menu, you may either use our speech recognition feature and simply speak to the system or press ** to use your phone's keypad.
For speech-recognition
For touchtone
After pressing the "*" key twice:
If at any time you would like to speak with a representative, simple say "representative" or press "0".
Buying shares by mail
Send a check with a letter of instruction that lists the MFS Fund and your Account Number(s). The check should be made payable to either MFS Service Center, Inc. for mutual fund and IRA accounts or to MFS 529 Savings Plan for 529 accounts. The shares will be purchased on the day we receive your check.
Send the letter of instruction and check 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 (for special express delivery services, such as Fedex, that require a street address): MFS Service Center, Inc. Suite 219341 801 Pennsylvania Ave Kansas City, MO 64105-1307 |
Send the letter of instruction and check 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 a confirmation of the purchase in the mail within a few days.