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Mutual Fund Resource Center

Current Shareholder Information

Update Contact Information

Address of Record and Email Address
An investor's address of record is where all account statements, trade confirmations and redemption requests are mailed. Guggenheim Investments offers four convenient ways to change your address of record and/or your email address:

  • Login to your account via web account access, select "Profile" from the "Individual Information" section. Click "Edit Address" and enter your new address. Click "Submit".
  • Complete an Account Change Form and submit it by mail or fax.
  • Send a letter of instruction with your account number(s), your signature and the date indicating the new address.
  • Change your address over the phone while speaking with a Client Services Representative at 800.820.0888 or 301.296.5100.

If you are supplying a P.O. Box, you must also provide a physical address. Legal entities may also need to complete the Certification Regarding Beneficial Owners of Legal Entity Customers form before updating the address.

Note: To help ensure the security of your account, there will be a 10 business day hold on redemptions after an address has been changed. You may avoid this hold if you are simultaneously changing your address and requesting a redemption from your account by sending your request in writing with your original signature and a Medallion Signature Guarantee. The original request must be mailed to Guggenheim Investments.

Seasonal Address
If you have multiple residences (i.e. winter/summer address), you may include both addresses in your instructions. Only one address can be listed as the address of record. Be sure to indicate the address where you are currently residing. Once Guggenheim Investments has both addresses on file, you may switch the address listed on the account by calling Client Services at 800.820.0888.

Third-Party Address
Duplicate account statements may be sent to a third party. To add or change a third-party address, send a letter of instruction indicating the address. The request must be signed by at least one of the registered account owners. Requests may be faxed or mailed to Guggenheim Investments.

Alternate Payee Address
If you would like to have systematic or periodic redemptions sent to an address other than your address of record, you can establish an alternate payee address. Send a Medallion Signature Guaranteed letter of instruction signed by all of the registered owners. The original request must be mailed to Guggenheim Investments.

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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.