1. Home
  2. Mutual Fund Resource Center
  3. Services
  4. Current Shareholder Information
  5. Automatic Investments and Redemptions

Mutual Fund Resource Center

Current Shareholder Information

Automatic Investments and Redemptions

Automatic Investment Plan (AIP)
An Automatic Investment Plan allows you to automatically invest a set amount on the dates you chose. Your Guggenheim Investments account is credited electronically via ACH. To set up a plan, complete and return the Automatic Investment Plan Request Form. For more information on investing options for these products, please view the product’s prospectus.

Systematic Withdrawal Plan (SWP)
Guggenheim Investments offers automatic redemptions with our Systematic Withdrawal Plan. This service allows you to receive redemptions from your Guggenheim Investments account on a schedule that you specify. The funds redeemed may be sent by check, electronic transfer to your bank (ACH) or transferred to another Guggenheim Investments account.

To establish a Systematic Withdrawal Plan by ACH to new bank instructions, a voided check and Medallion Signature Guarantee must accompany your request; existing bank instructions do not require a signature guarantee. Complete the Systematic Withdrawal Form and return to the address on the form with the necessary attachments. This will allow Guggenheim Investments to obtain the most correct information for sending your redemption proceeds. If establishing a Systematic Withdrawal Plan to existing bank instructions, a Medallion Signature Guarantee is not required.

When you set up the plan, you must specify the fund(s) to be debited. If the fund(s) you have selected do not have enough money to cover the withdrawal, the redemption will be taken from the fund with the next highest balance.

You could lose money by investing in the U.S. Government Money Market Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

Account Options for Existing Accounts

General Account and Product Info

Contact Us

Subscribe to Our Perspectives
 
PRIVACY POLICY
BUSINESS CONTINUITY
LEGAL INFORMATION
Your Privacy Rights

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.