Manage My Account

 

Mail Address Information:

Regular Mail
Pioneer Funds
P. O. Box 219427
Kansas City, MO 64121-9427

Overnight Mail
Pioneer Funds
430 W 7th Street
STE 219427
Kansas City, MO 64105-1407

Client Services:

Uni-K Plans: 866-622-7815
All other accounts: 800-225-6292

Transactions

Use the information presented here as a general guide. Your circumstances may vary; talk to your investment professional, or call one of our Customer Service Representatives at 1-800-225-6292.

Before you decide to invest, please keep in mind the following guidelines:

  • Read the fund's prospectus before you invest, send money or transact. It contains additional information about the fund, including sales charges, expenses and potential limits on transactions.
  • Your initial investment must meet the minimum amount for the selected fund and class of shares. Refer to the fund's prospectus for the applicable investment minimums.
  • Separate minimum investment requirements may apply to retirement plans and to telephone and wire orders placed for you by broker/dealers. Checks should be made payable to Pioneer Funds.
  • Shares will be purchased at the public offering price — that is, the net asset value per share plus any applicable sales charge — next determined after we receive your complete purchase request. If your complete request is received after the close of the New York Stock Exchange (usually 4:00 p.m. Eastern Time), shares will be purchased using the price of the next business day.
  • To use online transactions, you must read and agree to the terms of an online transaction agreement. When you or your investment firm requests an online transaction, this requires an authorizing password and sends a written confirmation. The fund may implement other procedures from time to time. Different procedures may apply if you have a non-U.S. account or if your account is registered in the name of an institution, broker-dealer or other third party.

 

Jump to:

Open a New AccountPurchase Additional SharesExchange SharesSell SharesTransfer Ownership of Shares

Open a New Account

You may establish an Amundi Pioneer mutual fund account with any securities broker/dealer that has a selling agreement with Amundi Pioneer Distributor, Inc. Amundi Pioneer requires new account applications to be signed by the account owner(s) and their registered investment professional in order for it to be processed.

You may obtain a prospectus and Account Application for any Pioneer fund by contacting your investment professional, calling us or download from our website.

Access fund literature   Access forms and applications

Purchase Additional Shares

You may add to an Amundi Pioneer mutual fund account through any securities broker/dealer that has a selling agreement with Amundi Pioneer Distributor, Inc. Amundi Pioneer provides several other convenient methods for investing.

Online

If your account is registered in your name, you may be able to buy shares online. You can use online purchase privileges if you have an existing non-retirement account. You may not be able to use the online transaction privilege for certain types of accounts, including most retirement accounts.

If your account is eligible, you can purchase additional fund shares online if:

  • You established your bank account of record at least 30 days ago
  • Your bank information has not changed for at least 30 days
  • You are not purchasing more than $100,000 worth of shares per account per day
  • You can provide the proper account identification information

When you request an online purchase, the transfer agent will electronically debit the amount of the purchase from your bank account of record. The transfer agent will purchase fund shares for the amount of the debit at the offering price determined after the transfer agent receives your online purchase instruction and good funds. It usually takes three business days for the transfer agent to receive notification from your bank that good funds are available in the amount of your investment.

Access your online account

By Mail

You may purchase shares by sending us a check payable to Pioneer Funds. You can choose to submit an Amundi Pioneer investment slip or instructions with your name, address, Amundi Pioneer account number and telephone number.

Access forms and applications

By Telephone

If you have already authorized Amundi Pioneer to accept telephone instructions, and you have established electronic transfers from your bank account, you may purchase shares for your account by calling us at 1-800-225-6292. Amundi Pioneer will electronically debit the purchase amount from the designated bank account.

Keep in mind the following guidelines:

  • There is a telephone purchase maximum of $100,000 per account each day
  • Telephone purchases may not be made for 30 days after your account's bank information has been added or changed

To authorize telephone purchases and establish electronic transfers from your bank account, mail us a completed Account Options form for your account type using the address listed on the form.

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By Establishing an Automatic Investment Plan

An Automatic Investment Plan is an easy and convenient way to invest on a regular basis. Amundi Pioneer will electronically debit the purchase amount from the designated bank account.

An Automatic Investment Plan can be submitted on the Account Application when establishing a new account. To add at a later date, complete the Account Options Form for your account type and obtain any necessary stamps. Mail us the completed form using the address listed on the form.

Access forms and applications

By Bank Wire

You may purchase shares by instructing your bank to wire funds directly from your bank account to an existing Amundi Pioneer account. The shares will be purchased at public offering price - that is, the net asset value per share plus any applicable sales charge - next determined after Amundi Pioneer receives your complete instructions and wired funds.

For bank wire instructions, please contact our Customer Service Representatives at 1-800-225-6292.

Exchange Shares

An exchange is the movement of money from one fund to the same class of shares in another fund without any change in ownership. The account registration and tax identification number of both the originating and receiving accounts must be identical. An exchange is considered to be a sale and purchase of shares and may generate a taxable gain or loss (except in the case of retirement accounts). If your account does not have a certified tax identification number, Backup Withholding may be deducted from the amount exchanged (except for retirement accounts). Amundi Pioneer provides several convenient methods for exchanging.

Online

If your account is registered in your name, you may be able to exchange shares online. You may not be able to use online transaction privileges for certain types of accounts.

If your account is eligible, you can exchange shares online if:

  • You are exchanging into an existing account or using the exchange to establish a new account, provided the new account has a registration identical to the original account
  • The fund into which you are exchanging offers the same class of shares
  • You are not exchanging more than $500,000 worth of shares per account per day
  • You can provide the proper account identification information

Access your online account

By Mail or Fax

You may exchange shares by sending a written request by mail or fax to 1-800-225-4240. All registered owners must sign the request.

Keep in mind the following guidelines:

  • A Medallion Signature Guarantee is required for exchanges exceeding $500,000
  • Any written requests with a Medallion Signature Guarantee must be mailed and cannot be faxed

 

By Telephone

If you have already authorized Amundi Pioneer to accept telephone instructions, you may exchange shares by calling us at 1-800-225-6292.

Keep in mind the following guideline:

  • There is a telephone exchange maximum of $500,000 per account each day

To authorize telephone exchanges, mail us a completed Account Options form for your account type using the address listed on the form.

Access forms and applications

By Establishing an Systematic Exchange Plan

A Systematic Exchange Plan provides a simple way for you to move money from one Amundi Pioneer mutual fund into another of the same share class on a regular schedule.

Keep in mind the following guidelines:

  • The originating account must have a minimum balance of $5,000 to start the program
  • The minimum monthly exchange amount is $250. The minimum quarterly exchange amount is $500

A Systematic Exchange Plan can be submitted on the Account Application when establishing a new account. To add at a later date, either call us with the request or complete the Account Options Form for your account type. Mail us the completed form using the address listed on the form.

Access forms and applications

Sell Shares

You may sell shares through your investment professional or by contacting Amundi Pioneer directly. Shares will be sold at the net asset value, less any applicable contingent deferred sales charge (CDSC), next determined after we receive your complete request. If your complete request is received after the close of the New York Stock Exchange (usually 4:00 p.m. Eastern time), shares will be sold using the price of the next business day. If your account does not have a certified tax identification number, Backup Withholding may be deducted from the amount exchanged (except for retirement accounts). We provide several convenient methods for selling shares.

Online

If your account is registered in your name, you may be able to sell shares online. You can use online privileges if you have an existing non-retirement account. You may not be able to use the online transaction privilege for certain types of accounts, including most retirement accounts.

If your account is eligible, you can sell shares online if:

  • Your address has not changed in the last 30 days (for a check) or your bank information has not changed in the last 30 days (for wires or ACH transfers)
  • You are not selling more than $100,000 per account per day
  • You can provide the proper account identification information

Keep in mind the following guidelines:

  • Proceeds sent by check will be made payable exactly as your account is registered
  • Proceeds sent by wire or ACH transfer will be sent to the bank information on file for your account

Access your online account

By Mail or Fax

You may sell shares by sending a written request by mail or fax to 1-800-225-4240. All registered owners must sign the request.

Keep in mind the following guidelines:

  • There is a redemption maximum of $100,000 per account each day
  • A Medallion Signature Guarantee is required for redemptions exceeding $100,000, if the registration or address of record has changed within the last 30 days, proceeds are not being mailed to the account's address of record, or proceeds are not being made payable to the registered owner(s)
  • Any written requests with a Medallion Signature Guarantee must be mailed and cannot be faxed
  • Individual Retirement Accounts (IRA) and Simplified Employee Plan/IRA account owners must also specify if federal income tax (TEFRA) is to be withheld from the proceeds
  • Fiduciaries and corporations may be required to submit additional documents
  • Additional documents may also be required in the event of the death, divorce or incapacitation of a registered shareowner

To ensure all required information is provided, please complete the appropriate Withdrawal Form for your account type.

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By Telephone

If you have already authorized Amundi Pioneer to accept telephone redemptions, you may sell shares by calling us 1-800-225-6292.

Keep in mind the following guideline:

  • There is a redemption maximum of $100,000 per account each day
  • A Medallion Signature Guarantee is required for redemptions exceeding $100,000, if the registration or address of record has changed within the last 30 days, proceeds are not being mailed to the account's address of record, or proceeds are not being made payable to the registered owner(s)
  • Individual Retirement Accounts (IRA) and Simplified Employee Plan/IRA account owners must also specify if federal income tax (TEFRA) is to be withheld from the proceeds
  • Fiduciaries and corporations may be required to submit additional documents
  • Additional documents may also be required in the event of the death, divorce or incapacitation of a registered shareowner

To authorize telephone redemptions, mail us a completed Account Options form for your account type using the address listed on the form.

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By Establishing a Systematic Withdrawal Plan

A Systematic Withdrawal Plan allows you to automatically sell shares from your Amundi Pioneer account on a regular basis. Your withdrawals will continue until you choose to change or cancel the plan, or the account balance is exhausted.

Keep in mind the following guidelines:

  • Your account must have a value of at least $10,000 when you establish the plan
  • The minimum payment amount is $50. Payments from Class C Share accounts are limited to 10% of the account value when you establish the plan; otherwise, there is no maximum payment amount
  • Payments may be made by check or by direct deposit to a bank account
  • Establishment of some SWPs may require a stamp
  • Special conditions may apply for retirement accounts. Contact your investment professional, or call us for more information

A Systematic Withdrawal Plan can be submitted on the Account Application when establishing a new account. To add at a later date, either call to obtain the proper form for your account type.

Transfer Ownership of Shares

A transfer occurs when you change ownership of shares within the same fund. A transfer also occurs when you add owners to, or remove owners from, an existing account.
Keep in mind the following guidelines:

  • You cannot transfer ownership of retirement accounts, except in the case of divorce. Contact your investment professional, or call us for information.
  • Fiduciaries and corporations may be required to submit additional documents
  • Additional documents may be required in the event of an owner's death, divorce, or incapacitation

 

By Mail

You may request a transfer of ownership by completing a Transfer Form, obtaining a Medallion Signature Guarantee stamp and mailing to our address listed on the form. All registered owners must sign the request.
 
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Need Assistance?

If you are encountering any problems accessing your accounts, an Amundi Pioneer Client Services Representative can help you.

Please Call:
Uni-K Plans:  866-622-7815
All other accounts: 800-225-6292 

Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your advisor or Amundi Pioneer for a prospectus or summary prospectus containing this information. Read it carefully. To obtain a free prospectus or summary prospectus and for information on any Pioneer fund, please download it from our  literature section.

Securities offered through Amundi Pioneer Distributor, Inc., 
60 State Street, Boston, MA. 02109. 
Underwriter of Pioneer mutual funds, Member  SIPC.  

Not FDIC insured | May lose value | No bank guarantee