Checking your old mutual fund balance is an important part of managing your investments. This blog gives an overview of how to check an old mutual fund balance. Read on to know everything about it.
Checking your old mutual fund balance is an important part of managing your investments. However, to make the most of your investment, it is important to regularly check your balance and track its performance. This blog gives an overview of how to check an old mutual fund balance. Read on to know everything about it.
Steps to Check the Old Mutual Fund Balance
Investing in mutual funds can be a great way to grow your wealth and achieve your financial goals. If you have an old mutual fund that you haven’t checked in a while, don’t worry, checking your balance is easy and can be done in several ways.
Log in to your Old Mutual Online account
If you have an online account with Old Mutual, you can easily check your mutual fund balance by logging in. Go to the Old Mutual website and enter your username and password to access your account.
View Your Investment Portfolio
Once you’re logged in, you’ll be taken to your investment dashboard. Here, you’ll be able to view a summary of all your investments, including your mutual funds. You can also view a detailed view of each fund and its performance.
Check Your Mutual Fund Balance
To see your current balance for each mutual fund, look for the “Balance” or “Current Value” column in your portfolio view. This column will show you the current value of each mutual fund, which will include any gains or losses.
Review Your Investment Statement
If you need more detailed information about your mutual fund balance, you can request an investment statement from Old Mutual. This statement will show you the history of your mutual fund investments, including any transactions, deposits, and withdrawals. You can request a statement by calling Old Mutual customer service or by visiting a local branch.
Contact Old Mutual Customer Service
If you have any questions or concerns about your mutual fund balance, you can contact Old Mutual customer service for assistance. Old Mutual customer service is available through phone and email, and representatives can help you understand your balance and provide any additional information you need.
If you don’t have an online account with Old Mutual, you can still check your balance by visiting a local branch or contacting customer service.
When you visit a branch, you’ll need to provide your name, account number, and some identification to verify your identity. A representative will be able to provide you with your current balance.
Regardless of how you check your Old Mutual fund balance, it’s important to stay informed about the value of your investments. Regularly checking your balance can help you stay on top of your finances and make informed decisions about your investments.
Methods You Can Use to Check Your Old Mutual Fund Balance
Method 1: Online Account Access
One of the easiest and most convenient ways to check your old mutual fund balance is through an online account. Most mutual fund companies offer online access to your account, allowing you to view your balance and other important information. To use this method, you will need to have an online account set up with your mutual fund company.
To access your account, simply log in to the company’s website and go to the “Accounts” section. You should be able to see your balance and other information, including your recent transactions and performance history.
Method 2: Mobile App
In addition to online account access, many mutual fund companies also offer mobile apps that allow you to check your mutual fund balance on the go. These apps are usually available for both iOS and Android devices and can be downloaded from the App Store or Google Play Store.
To use a mobile app, you will need to log in with your online account information. Once you are logged in, you should be able to see your balance and other important information, including your recent transactions and performance history.
Method 3: Customer Service
If you don’t have access to an online account or a mobile app, you can also check your old mutual fund balance by contacting your mutual fund company’s customer service. This can be done over the phone or through a live chat on the company’s website.
When you contact customer service, be sure to have your account information ready, including your account number, name, and other relevant details. The customer service representative should be able to provide you with your balance and any other information you need.
Method 4: Annual Statement
Another way to check your old mutual fund balance is by reviewing your annual statement. This statement is sent to you once a year and provides a snapshot of your account information, including your balance, performance history, and any fees you have been charged.
If you have not received your annual statement, you can request one from your mutual fund company’s customer service. Simply call or email the company and ask for a copy of your statement.
Conclusion
Checking your old mutual fund balance is an important part of managing your investment portfolio. With the various methods available, you can easily stay on top of your account information and track your investment’s performance over time. Whether you prefer to use an online account, mobile app, customer service, or annual statement, be sure to regularly check your balance to stay informed and make informed investment decisions.
