A NEW EXPERIENCE HAS ARRIVED
The new Bridgeway Funds Shareholder Portal delivers an improved user experience for you to access and manage your mutual fund accounts online from your desktop or mobile device. With new, easy-to-use tools at your fingertips and enhanced fraud protection, you have the security and convenience to manage your accounts. Some of the features of the upgrade include:
- Enroll in e-delivery of statements and tax forms
- Easy navigation and “Quick Links” to most commonly used functions
- Quick and secure log-in and forgot password process simplifies account access
- Seamless on-the-go access to your accounts across all your desktop and mobile devices
- View real-time account balances and transaction history
- Open new investment accounts and buy, sell or make exchanges into new or existing accounts
- Create and manage automatic investment and systematic withdrawal plans Update personal and beneficiary information
- Enroll in SMS text alerts for online activity: financial transactions, account maintenances and profile changes
What you need to know
The quick and easy sign-up process, secure log-in, and forgot password capabilities simplifies account access:
- If you already have a user ID and password for our existing site, you can use those credentials to log into our new portal
- If you do not have a user ID and password, click on Get Online Access. For this first-time access, you will need to provide your account number, Social Security number (SSN) and email address to get started. You will be prompted to create a user ID and password and to sign up for the Forgot Password service.
You can enroll in e-delivery, choosing to receive your statements, tax forms, and other financial documents online only. When documents are available, you’ll receive an email notification, so you can view and download them.
Your security is important. By enrolling in SMS text alerts you can receive text alerts when there has been online activity in your accounts.
To access your account, please log on to our website bridgewayfunds.com and click on login in the upper right-hand corner of the screen.
For more information about our new Bridgeway Funds Shareholder Portal, please call our Shareholder services team at 800-661-3550 Monday through Friday between 8:00 a.m. and 5:00 p.m. CT.