Online Self Service
Account self-service capabilities are available for Connect online portal users. They include:
- Account contact record updates
- Managing account contact permissions
- Managing ACH and wire instructions
These capabilities can be found by logging into Connect. From there, self-service options can be found under the "Organizational Settings" tab on your dashboard.
For questions about the Connect online portal or to get your portal set up, contact CSGEast@pfmam.com. Self-service capabilities are not currently available for all facets of account management.
Forms & Documents
Click on the links below to access important documents. Forms below can be viewed, edited, and printed. If you are a new participant, please visit the How to Get Started page for instructions on how to open your account.
Forms
|
Participant Resolution |
New Participant Application |
Account Application |
Participant to Participant Transfer Setup |
Contact Record |
|---|---|---|---|---|
|
|
|
|
|
|
Participant Resolution
New Participant Application
Account Application
Participant to Participant Transfer Setup
Contact Record
Forms (Continued)
|
Dividend Request |
Permissions |
Transaction Request |
Close Account Request |
W-9 Form |
|---|---|---|---|---|
|
|
|
|
|
|
Dividend Request
Permissions
Transaction Request
Close Account Request
W-9 Form
Documents
|
EPIC Fund NY Information Statement |
Municipal Cooperation Agreement |
Fact Sheet |
|---|---|---|
|
|
|
|
EPIC Fund NY Information Statement
Municipal Cooperation Agreement
Fact Sheet
Contact Us
