Log in to eService or contact your Client Service Representative for more information.
The eService Center enables our clients to view and print a variety of monthly account reports including:
Reports are available through the most recent month-end and the preceding twelve months.
If you are a Mutual Fund Investor, log in to Mutual Funds to access your reporting site. Mutual Fund shareholders please call 1-800-633-3330.
If you are a CIT Investor who has been qualified by the team, you may log in to CIT for account information. Participation in the trust is limited to qualified investors and certain US tax exempt retirement plans.
If you are a McDonnell Investment Management, LLC client, log in to Citrix to view your account statements.