1-800-345-8041
MENU

Product Vendor Contact Information

Product Companies

529 Plan College Savings Plans

AllianceBernstein - CollegeBound Saver (Rhode Island) (877) 517-4829
American Century - Learning Quest Advisor (Kansas) (877) 882-6236
American Funds - CollegeAmerica (Virginia) (800) 421-4225
BlackRock - CollegeAdvantage (Ohio) (866) 529-8582
Franklin Templeton - 529 College Savings Plan (New Jersey) (866) 362-1597
Hartford - Smart529 Plan (West Virginia) (866) 574-3542
ING - Tomorrow's Scholar (Wisconsin) (800) 334-3444
iShares - iShares 529 Plan (Arkansas) (888) 529-9552
JP Morgan - Advisor Guided 529 Program (New York) (800) 774-2108
John Hancock - Freedom 529 (Alaska) (866) 222-7498
Legg Mason - Scholars Choice College (Colorado) (888) 572-4652
Multi-Manager - Bright Directions (Illinois) (866) 722-7283
Oppenheimer - Bright Start (Illinois) (877) 432-7444
Oppenheimer - LoneStar 529 Plan (Texas) (800) 445-4723 - Option 4
Oppenheimer - Scholar's Edge (New Mexico) (888) 823-4348

 

Variable Annuity Companies

Aetna Life (800) 523-5065
Allianz Life (800) 950-5872
Allmerica (now Commonwealth) (800) 533-7881
Ameritas (800) 745-1112
AXA Equitable (800) 789-7771
Brighthouse Financial (800) 822-1292
Genworth (800) 352-9910
Guardian (212) 598-8000
Hartford (800) 862-6668
ING (855) 698-4900 OR
(888) 311-9487
Jackson National Life (800) 644-4565
John Hancock (800) 344-1029
Lincoln Financial Group (888) 868-2583
MassMutual (800) 272-2216
MetLife (800) 638-7732
National Integrity Life (800) 433-1778
National Life (800) 732-8939
Nationwide (877) 669-6877
Ohio National Life (800) 366-6654
Pacific Life (800) 722-4448
Principal Financial Group (800) 986-3343
Protective Life (800) 630-3083
Prudential (800) 621-1089
Sammons Retirement Solutions (866) 747-3421
Security Benefit (800) 888-2461
SunAmerica (AIG) (800) 445-7862
Sun Life   (800) 752-7216
Transamerica (800) 797-2643

 

Non-Traded REITs

Behringer (866) 655-3650
CNL (866) 650-0650
KBS Capital Markets Group (866) 584-1381
MacKenzie Capital Management (800) 854-8357
Wells (770) 243-4600

 

Mutual Fund Companies

#

 

361 Funds (now Hamilton Lane Funds) (866) 361-1720

 

A

 

Aberdeen Funds (866) 667-9231
ABN Amro Funds (800) 102-2595
Adaptive Allocation Fund (866) 263-9260
Adirondack Funds (518) 690-0470
AdvisorOne Funds (866) 811-0225
Aegis Fund  (800) 528-3780
AIG Sunamerica Asset Mgmt (800) 543-0407
Akre Focus Funds (877) 862-9556
Alger Funds (800) 305-8547
Alliance Bernstein Funds (800) 221-5672
Alliance College Access 529 SD (866) 529-7462
Allspring Funds (866) 701-2575
Alpine Funds (415) 392-9100
Alps Portfolio Solutions (866) 759-5679
Amana Funds (888) 732-6262
AmericaFirst Funds (916) 865-9070
American Beacon Funds (800) 658-5811
American Century Funds (800) 345-2021
American Funds (800) 421-4225
American Growth (800) 525-2406
American Reality Capital (866) 902-0063
AMF Fund (800) 327-6190 OR
(305) 377-0985
AMG Funds (800) 548-4539
Amundi Funds (800) 225-6292
AQR Funds (866) 290-2688
Aquila Funds (800) 437-1000
Arbitrage Funds (800) 560-8210
Ariel Mutual Funds (800) 292-7435
Arrow Funds (877) 277-6933
Artio Funds (now Aberdeen Funds) (866) 667-9231
Artisan Funds (800) 344-1770
Astor Funds (877) 738-0333
Ave Maria Funds  (866) 283-6274
Avenue Funds (212) 850-7500
Azzad Funds (888) 350-3369

 

B

 

Baird Funds (866) 442-2473
Baron Funds (800) 442-3814
BB&T Funds  (844) 487-8478
BBH Funds (800) 575-1265
Behringer Harvard Funds (214) 655-1600
Blackrock Funds (800) 441-7762
Bridgeway Funds (800) 661-3550
Brown Advisory Funds (800) 540-6807
BTS Funds (877) 287-9820
Buffalo Funds (800) 492-8332
Burnham Funds (now RMB Funds) (800) 462-2392

 

C

 

Calamos Funds (800) 582-6959
California Investment Funds (now Shelton Funds) (800) 955-9988
Calvert Funds (800) 368-2745
Catalyst Funds (866) 447-4228
Causeway Funds (866) 947-7000
ChartWell Investment Partners (888) 995-5505
Citi Funds (855) 931-5845
Claymore Funds (now Guggenheim) (800) 820-0888
Clipper Funds (800) 432-2504
Cohen & Steers Funds (800) 330-7348
Columbia Funds (800) 345-6611
CRA Funds (888) 272-0007
Credit Suisse Funds (212) 325-2000
CRM Funds (800) 276-2883
Cullen Funds (877) 485-8586

 

D

 

Davis Funds (800) 279-0279
Dean Funds (888) 899-8343
Delaware Funds (800) 523-1918
Diamond Hill Funds (888) 226-5595
Dimensional Funds (512) 306-7400
Direxion Funds (800) 851-0511
Dodge & Cox Funds (800) 621-3979
Domini Social Funds (800) 582-6757
Doubleline Funds (877) 354-6311
Dreyfus Funds (800) 348-3621
Driehaus Fund (800) 560-6111
Dunham Funds (800) 442-4358
DWS Funds (800) 728-3337

 

E

 

Eagle Funds (800) 237-3101
Eaton Vance Funds (800) 262-1122
Emerald Funds (855) 828-9909
Empiric Funds (512) 328-9321
Eventide Funds (877) 711-3836

 

F

 

Fairholme Funds (866) 202-2263
FAM Funds (800) 932-3271
Federated Funds (800) 245-4770
Fidelity Advisor Funds (877) 208-0098
Fiduciary Funds (800) 811-5311
First American Funds (800) 677-3863
First Eagle Funds (800) 334-2143
First Investors Funds (800) 828-1540
First Trust Portfolios (800) 621-1675
Forum Funds (212) 599-2781
Forward Funds (214) 756-6900
FPA Funds (800) 638-3060
Franklin Templeton Funds (800) 524-4040
Fundx Upgrader Funds (800) 763-8639

 

G

 

Gabelli Funds (800) 422-3554
GAM Funds (212) 407-4600
Glenmede Funds (800) 966-3200
Goldman Sachs Funds (800) 526-7384
Greenspring Funds (800) 576-7498
Guggenheim Investments (800) 820-0888
Guinness Atkinson Funds (800) 915-6566

 

H

 

Hancock Horizon Funds (800) 990-2434
Harbor Funds (800) 422-1050
Harding Loevner Funds (877) 435-8105
Hartford Funds (800) 862-6668
Heartland Funds (800) 432-7856
Henderson Global Funds (800) 525-3713
Hennessy Funds (800) 966-4354
Highmark Funds (877) 877-5083
Hodges Fund (866) 811-0224
Horizon Active Asset Funds (866) 371-2399
Hotchkis & Wiley Funds (888) 596-4926
Hussman Funds (800) 487-7626

 

I

 

ICON Funds (800) 764-0442
Intrepid Capital Management (866) 996-3863
Invesco (800) 959-4246
ISI Funds (855) 298-4236
Ivy Funds (877) 693-3546

 

J

 

Jacobs & Company Funds (888) 522-6239
James Funds (800) 995-2637
Janus Funds (800) 525-3713
Jensen Funds (800) 992-4144
John Hancock Funds (800) 225-5291
JP Morgan Funds (800) 480-4111

 

 

K

 

Keeley Funds (888) 933-5391
Kinetics Funds (800) 930-3828

 

L

 

Laudus Funds (877) 824-5615
Lazard Funds (800) 823-6300
Legg Mason Funds (800) 342-5236
Leuthold Funds (800) 273-6886
Longleaf Partners Funds (800) 445-9469
Loomis Sayles Funds (800) 633-3330
Lord Abbett Funds (888) 522-2388

 

M

 

Macquarie Funds (212) 231-1000
Mainstay Funds (800) 624-6782
Managers Funds (800) 548-4539
Manning & Napier (800) 466-3863
Marsico Funds (888) 860-8686
Matthew 25 Fund (888) 625-3863
Matthews Funds (800) 789-2742
Mercury/Merrill Lynch Funds (800) 637-7455
Meridian Funds (303) 398-2929
Metropolitan Funds (800) 241-4671
MFS Funds (800) 225-2606
Miller Convertible Funds (781) 416-4000
Morgan Stanley Funds (888) 454-3965
Muhlenkamp Fund (800) 860-3863

 

N

 

Nationwide Funds (877) 877-5083
Natixis Funds (800) 862-4863
Navigator Funds (800) 766-2264
Needham Funds (800) 625-7071
Neuberger & Berman Funds (800) 223-6448
New Alternatives Fund (800) 423-8383
Nicholas Funds (800) 544-6547
North Square Funds (877) 419-3512
Northeast Investors Funds (800) 225-6704
Northern Funds (800) 595-9111
Nuance Funds (855) 682-6233
Nuveen Funds (800) 257-8787

 

O

 

Oak Ridge Funds (800) 825-6226
Oakmark Funds  (800) 625-6275
Oberweis Funds (800) 245-7311
Old Mutual Funds (855) 434-8626
Olstein Funds (800) 799-2113
Oppenheimer Funds (800) 959-4246
Osterweis Funds (866) 236-0050

 

P

 

Pacific Advisors Funds (310) 996-5485
Pacific Life Funds (800) 800-7646
Paradigm Funds (518) 431-3500
Parnassus Funds (800) 999-3505
Pax World Mutual Funds (800) 372-7827
Pear Tree Funds (800) 326-2151
Perimeter Funds (404) 255-0118
Perritt Funds (800) 332-3133
PIMCO Funds (888) 877-4626
Pinebridge Funds (646) 857-8000
PNC Funds (855) 762-4683
Portfolio 21 Funds (866) 209-1962
Praxis Mutual Funds (800) 977-2947
Primecap Funds (800) 729-2307
Principal Funds (800) 222-5852
Profunds (888) 776-3637
Prudent Funds (800) 341-7400
Putnam Funds (800) 225-1581

 

R

 

Rivernorth Funds (888) 848-7569
Riverpark Funds (888) 564-4517
Riversource Funds (800) 541-2251
Robeco Funds (646) 690-9389
Rochdale Funds (888) 889-0799
Roge Partners Funds (877) 218-0085
Royce Funds (800) 841-1180
Russell Funds (800) 787-7354
Rydex Funds (800) 820-0888

 

S

 

Satuit Funds (866) 972-8848
Schwab Funds (800) 435-4000
Security Benefit Funds (800) 888-2461
SEI Funds (800) 342-5734
Selected Funds (800) 243-1575
Sequoia Fund (800) 686-6884
Southernsun Funds (901) 341-2700
SSGA Funds (617) 786-3000
Strategic Partners/Jennison Dryden (800) 225-1852

 

T

 

T. Rowe Price Funds (800) 537-6172
TCW Funds (800) 386-3829
The Weitz Funds (800) 304-9745
Third Avenue Funds (800) 443-1021
Thompson Funds (800) 999-0887
Thornburg Funds (800) 847-0200
TIAA-CREF (800) 842-2252
Timothy Plan Funds (800) 846-7526
Tocqueville Funds (800) 697-3863
Touchstone Funds (800) 543-0407
Transamerica Funds (888) 233-4339
Tweedy Browne Funds (800) 432-4789

 

U

 

UBS Funds (800) 354-9103
UMB Scout Funds (800) 521-1195
United Services Funds (800) 873-8637
USA Mutuals - Vice Fund (866) 264-8783

 

V

 

Value Line  (800) 243-2729
Van Eck Funds (800) 826-2333
Van Kampen Funds (Now Invesco) (800) 959-4246
Vanguard Funds (800) 523-1036
Victory Funds (800) 539-3863
Virtus Funds (413) 775-6091 OR
(800) 243-1574 OR
(866) 270-7788

 

W
 

W.P. Carey (800) 972-2739
Wasatch Funds (800) 551-1700
Westcore Funds (858) 625-4100
Westport Funds (203) 429-8600
Westwood Funds (214) 756-6900
Whitebox Funds (646) 205-5360
William Blair Funds (800) 742-7272
Wilmington Trust  (800) 836-2211
Wisdom Tree (866) 909-9473
World Funds (800) 527-9525
Wright Funds (800) 232-0013
 
Please Note: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Our company makes no representation as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving this company's web-site and assume total responsibility and risk for your use of the sites you are linking to.