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Investor360°® Paperless Options
You have the option of receiving statements and confirms through the mail, as well as any other communications that are available for delivery in electronic format (prospectuses, fund information, etc.). To sign up for electronic statements and confirms, follow the directions below. This won't eliminate all of the mail you receive, but it should help reduce it.
Use Investor360°® with TurboTax® and H&R Block® Software
If you’re using the popular tax software by TurboTax® or H&R Block®, Investor360°® can save you time by gathering and accurately inputting the investment account information you’ll need to complete your federal tax return. Only works with accounts held at National Financial Services LLC (NFS).
BPAS JMU 403(b) Accounts
BPAS took over the administrative services of our Calvert 403(b) accounts in June 2014. Calvert 403(b) accounts can now only be accessed online at BPAS.com.
BPAS Customer Service: 866-401-5272
American Funds Accounts
If you have accounts directly held at American Funds, we recommend that you set up your account on its website. You will be able to make or change reoccuring contributions, view your daily balance, change your mailing preferences, see your statements, and much more.