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.
To check your Old Mutual fund balance, log in to your Old Mutual online account, use their mobile app, call customer service, review your annual statement, or visit a local branch. Staying updated on your investment’s performance is crucial to ensuring you’re on track with your financial goals. This blog provides a detailed guide on how to check your old mutual fund balance using various methods. Read on to learn all the options available to you.
Steps to Check the Old Mutual Fund Balance
Investing in mutual funds is a smart way to grow your wealth. If you haven’t checked your old mutual fund in a while, don’t worry—retrieving your balance is simple and accessible through several methods.
1. Log in to Your Old Mutual Online Account
If you already have an online account with Old Mutual, this is the quickest way to check your balance. Simply go to the Old Mutual website, enter your credentials, and log in.
2. View Your Investment Portfolio
Once logged in, you’ll be directed to your investment dashboard. Here, you can view summaries and detailed breakdowns of all your investments, including mutual fund performance.
3. Check Your Mutual Fund Balance
Look for the “Balance” or “Current Value” section within your portfolio. This shows the latest value of your mutual fund, factoring in any gains or losses.
4. Review Your Investment Statement
Need a deeper dive? Request an investment statement for a full history of transactions, deposits, and withdrawals. This can be done by contacting customer service or visiting a branch.
5. Contact Old Mutual Customer Service
For any questions or if you’re unable to log in, reach out to Old Mutual customer support. They’re available via phone and email to help you access and understand your account balance.
6. Visit a Local Branch
If online or phone options aren’t accessible, you can always check your balance in person. Bring valid ID and your account number to get assistance from a representative.
Methods You Can Use to Check Your Old Mutual Fund Balance
Method 1: Online Account Access
Most mutual fund companies, including Old Mutual, provide online access to account holders. Log into your account via the official website to check your fund balance and performance.
Method 2: Mobile App
For on-the-go convenience, download the Old Mutual app from the App Store or Google Play. Use your login credentials to access your account and track your balance in real time.
Method 3: Customer Service
Don’t have online access? Call customer service or use the live chat feature on Old Mutual’s website. Have your name, account number, and identification details handy.
Method 4: Annual Statement
Your annual mutual fund statement provides an overview of your account’s balance, performance, and fees. If you haven’t received one, request it through customer support.
Conclusion
Regularly checking your Old Mutual fund balance is vital to managing your investments effectively. Whether you prefer digital tools, customer service, or in-person visits, there are multiple convenient ways to stay informed. Use the method that best suits your needs and make investment decisions with confidence.
