Mutual Funds

Access My Account

What is eDelivery?

Guggenheim’s eDelivery service offers you a fast, convenient, and secure way to access your account documents and shareholder communications, such as statements, confirmations, prospectuses, and annual and semiannual reports. When a document is ready, you will receive an email notifying you that the document is available for your review online.

What are the benefits of eDelivery?

There are many benefits of eDelivery, including:

Immediate - Receive important account information faster
Secure - Reduce the chance of mail fraud and identity theft
Convenient - Access account information from any location
Organized – Access account statements, trade confirmations, tax forms and more in one place
Flexible – Choose which documents to receive online and request a free paper copy at any time
Efficient - Increase shareholder value by reducing print and mail costs
Green - Positively impact the environment

What documents are available through eDelivery?

Direct mutual fund clients will receive an email notification when the following documents are available:

Quarterly Statements
Monthly Statements
Trade Confirmations
Annual Reports
Semiannual Reports
Prospectuses

How can I sign up for eDelivery?

Login to your Guggenheim Investments account at GuggenheimInvestments.com/myaccount
On the Account Profile page click the "Sign up for eDelivery" button
Select the "eDelivery" radio button for each Document Type
Enter your email address and retype to confirm
Check the box to agree to the terms and conditions
Click the "Submit" button

Alternatively, you may submit your request for eDelivery changes using the Document Delivery Change Form.

How soon will the changes take effect?

Changes take effect immediately, however, it may take up to seven days before you stop receiving information via U.S. mail, depending on the type of document.

How can I change my email address?

Login to your Guggenheim Investments account at GuggenheimInvestments.com/myaccount
On the Account Profile page select "Profile" on the left then click the "Edit Address" button
Enter your new email address and retype to confirm
Click the "Preview Changes " button, then “Submit”

Account Access Information

Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Guggenheim Wealth Solutions, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, and GS GAMMA Advisors.

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This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.

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By confirming below that you are an Institutional Investor, you will gain access to information on this website (the “Website”) that is intended exclusively for Institutional Investors and, as such, the information should not be relied upon by individual investors. This Website and any product, content, information, tools or services provided or available through the Website (collectively, the “Services”) are provided to Institutional Investors for informational purposes only and do not constitute a recommendation to buy or sell any security or fund interest. Nothing on the Website shall be considered a solicitation for the offering of any investment product or service to any person in any jurisdiction where such solicitation or offering may not lawfully be made. By accessing this Website, you expressly acknowledge and agree that the Website and the Services provided on or through the Website are provided on an as is/as available basis, and except as partnered by law, neither Guggenheim Investments and it parents, subsidiaries and affiliates nor any third party has any responsibility to maintain the website or the Services offered on or through the Website or to supply corrections or updates for the same. You understand that the information provided on this Website is not intended to provide, and should not be relied upon for, tax, legal, accounting or investment advice. You also agree that the terms provided herein with respect to the access and use of the Website are supplemental to and shall not void or modify the Terms of Use in effect for the Website. The information on this Website is solely intended for use by Institutional Investors as defined below: banks, savings and loan associations, insurance companies, and registered investment companies; registered investment advisers; individual investors and other entities with total assets of at least $50 million; governmental entities; employee benefit (retirement) plans, or multiple employee benefit plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans; member firms or registered person of such a member; or person(s) acting solely on behalf of any such Institutional Investor.

By clicking the "I confirm" information link the user agrees that: “I have read the terms detailed and confirm that I am an Institutional Investor and that I wish to proceed.”

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