The transmission of email depends on network availability and other factors; delivery times cannot be guaranteed. Therefore, please do not use email for time sensitive transactions such as purchases, redemptions, or other specific account information.
To update your account information, please complete one of the following forms:
|Change of Address||Electronic Funds Transfer||IRA/HSA Beneficiary Designation|
|Download a PDF||Download a PDF||Download a PDF|
For additional forms, please visit Documents & Forms.
P.O. Box N
Bellingham, WA 98227
To facilitate the prompt processing of your investments and requests, please direct all correspondence to our P.O. Box. Thank you!
1300 N. State St.
Bellingham, WA 98225
Ph: (360) 734-9900
Fx: (360) 734-0755