Home > Account Access

Web Content Viewer (JSR 286)

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Account Access



To Access Your Account

Within Account Access you can:

  • Buy, sell, or exchange fund shares
  • See current account balance(s)
  • Update your mailing or email address
  • Sign up for e-delivery of your statements and communications documents
  • View or print duplicate statements

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e-Delivery Information

Convenient. Timely. Paperless.

Sign up today to receive your quarterly statements, annual and semiannual reports, and other fund documents online.
Go paperless by following these simple steps:

  • Log in to your account
  • Click on the e-Delivery button at the bottom of the Portfolio Summary page
  • Follow the on-screen instructions

As soon as your statements and/or fund documents are ready for viewing, you will receive an e-mail notification linking you to our website.

Log In for e-Delivery

 


 

Accounts with Bank/Brokerage Firms

If you have an account with a bank or broker, you can sign up for e-delivery.

ICS Delivery

Web Content Viewer (JSR 286)

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Web Content Viewer (JSR 286)

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Account Forms


Form - Designation of Beneficiary

Designate the beneficiary for your IRA account


Form - IRA Transfer

Transfer funds from another IRA to your existing RS Funds IRA or effect a direct rollover from a qualified retirement plan distribution to your existing RS Funds IRA


Form - Name Change Request

Change your name of record



Form - Retirement Account Distribution

Request a distribution from your Traditional, SEP or Roth IRA


Form - Shareholder Privilege

Change mutual fund account registration and privileges, distributions, set up systematic investments or withdrawals, dollar cost averaging, check writing, telephone and Internet privileges


Form - W-9

Taxpayer identification number and certification request

Web Content Viewer (JSR 286)

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Tax Information / Distribution


Supplemental Tax Information - 2007

Dividend, Foreign, and Government Securities Information


Supplemental Tax Information - 2008

Dividend, Foreign, and Government Securities Information


Supplemental Tax Information - 2009

Dividend, Foreign, and Government Securities Information


Supplemental Tax Information - 2010

Dividend, Foreign, and Government Securities Information


Supplemental Tax Information - 2011

Dividend, Foreign, and Government Securities Information


Supplemental Tax Information - 2012

Dividend, Foreign, and Government Securities Information


Supplemental Tax Information - 2013

Dividend, Foreign, and Government Securities Information