Shareholder Account Access

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If you are a Citizens Fund Shareholder you can easily gain access to all the tools necessary to manage your account. From obtaining your account balance to viewing past statements to accessing account forms, you will find everything you need here. If you need assistance, please contact us.


View your account balance(s), process transactions online, and view transaction history.

View your current and past account statements, as well as sign-up for electronic delivery of statements.

Sign-up to receive the Citizens Funds Prospectus, Information Statements, Annual, Semi-Annual, and Proxy reports electronically, or change your delivery options for these documents.


Welcome to the Tax Center at Citizens Funds. Below you will find useful links to tax information, along with answers to frequently asked tax questions.

Access all of the form necessary to make changes to your account using our Find a Form page. If you already know which form you need, you can select from the list below.

Not sure which form you need? Contact Shareholder Services here or by calling 800.223.7010.

Review and Update Your Beneficiaries To ensure that the beneficiary information on file for your retirement accounts is accurate and up-to-date, please complete the Beneficiary Designation Form or contact a Shareholder Services Representative at 800.223.7010. If you need to update your name, mailing address or account owner registration please complete the Account Change Form.

Citizens Funds Semi-Annual Report is now available to download.

Automatic Investment Planning We’ve made it simple to commit to regular investing by allowing you to schedule regular deposits from your Citizens Money Market or your other bank accounts into one or more of your Citizens Funds accounts.

Citizens recognizes and respects the privacy expectations of our customers and consumers. We have a firm "no exceptions" policy stating that no non-public, personal information may be sold or used for mailing or e-mailing purposes other than by the fund or its service providers or as required by law.


		Please consider the investment objectives, risks, charges and expenses of Citizens Funds carefully before investing. For this and other information, please click here or call us at 800.223.7010 for a free prospectus and read it carefully before investing. Distributed by Citizens Securities, Inc.