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Home > Your Account > Online Access |
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Online account access is a fast and simple way to conduct business with your Firsthand Funds account(s). All direct shareholders are eligible for this service.1 If this is your first time using online account access, you may want to open another browser window so you can keep these online instructions handy.
If you are already a Firsthand Funds shareholder, click on the Account Information tab on the menu bar above and select "Log In". A new screen will open. Click the "Enroll for Online Account Services" link. You will now see the Self Register for Online Services page. You will be asked to enter your social security number and your account number. Once you click the Next button, you'll be asked to read and accept the Terms and Conditions. The final step is entering your personal information (name, e-mail address, etc.), and establishing a login ID and password.
If you wish to establish a new Firsthand Funds account online, click on the Account Information tab on the menu bar above and select "Log Into Your Account". A new screen will open. Click on the "Become a Shareholder Today" link and follow the online enrollment instructions.
Minimums and maximums apply to certain online account transactions; the ranges are outlined below. Purchases in amounts above the stated maximums must be done via fed wire. Redemptions in amounts above the stated maximums require a Signature Guaranteed Letter of Instruction, signed by all parties on the account.
The minimum/maximum ranges described here refer to existing Firsthand Funds accounts. |
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Minimum |
Maximum |
| Regular accounts |
$50 |
$50,000 |
| Retirement accounts |
$50 |
$2,000 |
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To buy shares online, you'll need to sign up for the electronic funds transfer option on your account(s). To do this, you must:
Download an Account Services form and complete the EFT section.
Please note that this form requires a signature guarantee. Firsthand accepts only STAMP 2000 New Technology Medallion Guarantee stamps. A signature guarantee can only be provided by your bank, broker, or credit union that participates in a Securities Transfer Agents Medallion Program (STAMP); a notary public cannot provide a signature guarantee. Many of these institutions do not charge customers for this service. Do not get the document dated; a dated signature guarantee is good only for that day. |
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Regular Mail
Firsthand Funds
P.O. Box 9836
Providence, RI 02940-8036 |
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Overnight Mail
Firsthand Funds
101 Sabin St.
Pawtucket, RI 02860 |
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Verification takes approximately 14 business days, and EFT transactions cannot be conducted during that time. You must have transaction authority on both your Firsthand Funds account and your designated bank account in order to use EFT. Additionally, restrictions on retirement accounts make them ineligible for EFT redemptions.
You will receive confirmation in the mail that your EFT feature has been established. Once your EFT option is activated, you're ready to login to your account and begin conducting transactions online. |
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You may not access your account online via our website if your account was established through a broker. |
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