Mutual Funds

Access My Account

Quicken and Money

Third party money management software such as Quicken and Microsoft Money allow you to download financial account information for convenient management and analysis.

While Guggenheim Investments does not support Quicken or Money file formats, we do offer a CSV file format that will allow you to download mutual fund account information. This includes account balances, investment holdings, and transaction history. This service is free for all direct Guggenheim Investments customers.

Account Download Problems
For technical questions regarding Quicken installation and functionality, you may call the Intuit technical help line at 800.446.8848 or www.intuit.com/support.

For technical questions regarding Microsoft Money installation and functionality, you may call the Microsoft Money paid assisted support line at 800.936.5700 or www.microsoft.com/money/support.mspx.

Account Balance Inconsistencies
Because Quicken and Microsoft Money are provided by third parties, Guggenheim Investments does not have control of how data is displayed. Your account statement from Guggenheim Investments is the only official record of account transactions, positions, and balances. The information you download into Quicken or Microsoft Money is for tracking purposes only. If you have any discrepancies between your statement data and the data you have downloaded to Quicken or Microsoft Money, you can manually correct or add them in Quicken or Microsoft Money from your official account statement. We provide an archive of your statements online. To access these archived statements, please login to the account access area and go to the statements or confirms area.

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.

© Guggenheim Investments. All rights reserved.

Research our firm with FINRA Broker Check.

• Not FDIC Insured • No Bank Guarantee • May Lose Value

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.

By choosing an option below, the next time you return to the site, your home page will automatically
be set to this site. You can change your preference at any time.

Institutional Investor Advisor Individual Investor

United States Important Legal Information

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.”

Save Selection