Frequently Asked Questions
Please select a topic from the list on the left. You will then be able to choose a specific question from the list of the most common and important questions our shareholders ask. If you ever need more information, or can't find the question or topic you want to explore, please call our Shareholder Services Representatives at 800-422-1050, Monday through Friday, between 8:00 a.m. and 6:00 p.m. Eastern time.
Almost everything you can do with a Shareholder Services Representative on the phone, or using paper forms, you can do online with Harbor's Account Management system. Here are some of the more common things our shareholders do online:
For more information, and a brief visual guide of how the Account Management system works, click here: How to Manage Your Account Online.
To access your account, you will need to register your account for online access. To register your account, you will need your Social Security Number or Tax ID, and the primary ZIP Code on file for your accounts.
During registration you will set up a User ID and Password for your account.
Your User ID must be from 6 to 20 characters long, including special characters, and it must include at least one letter.
Your password must be from 6 to 20 characters long, including special characters, and must include at least one letter and one number.
You will also be prompted to set up a security profile. The security profile will enable you to receive security codes from Harbor in the event that we need to further verify your identity, such as when you log in from a new computer or mobile device. To learn more about these security codes, and setting up your security profile, read about Two-Factor Authentication at Harbor.
If you forget your User ID, visit the Login screen and click I forgot my User ID, shown below the Continue button. You will then need to provide your Social Security Number (or Tax ID), ZIP Code, and your account password. Once you have provided that information, the system will display your User ID, and a Log In button so that you can start the login process.
If you forget your password, visit the Login screen and enter your User ID. Then click I forgot my password, shown below the Continue button. You will then be asked to provide your Social Security Number (or Tax ID) and your ZIP Code. Once you provide that information to verify your identity, you will be asked to set up or confirm your security profile, and update your password. Once your password is re-established, you will then be able to log in.
Yes. If you sign up for edelivery, we will discontinue sending your paper documents in the mail. Keep in mind, all documents are stored in Adobe PDF format. They can be opened, downloaded to your computer, or printed at any time.
Whether or not you sign up for edelivery, you will always be able to view prospectuses and quarterly reports electronically in the Fund Documents & Forms section of harborfunds.com. You will also always be able to log in to your account and view your account statements, confirmations and tax documents.
However, if you sign up for edelivery, there will be two changes to your account: First, you will receive email notifications when any new documents or reports are available online. Second, we will stop sending your paper copies, so you can worry less about identity theft and discarding or filing all of that paper. And keep in mind, when you sign up you'll be able to choose which types of documents you want to receive only electronically, and which types you still want to receive on paper -- statements, transaction confirmations, tax documents, prospectuses, etc. You'll even be able to choose edelivery and still receive a paper copy of your Year-End Statement, if you would like.
To sign up for edelivery and go paperless, log in to your account, click the My Account Profile tab, and edit your Document Delivery Settings.
Technically, Harbor Funds edelivery service does not send any documents via e-mail, for security reasons. We do, however, offer all of your documents online in PDF format. In addition, if you sign up for e-delivery, instead of receiving paper copies of those documents via the U.S. Mail, you will receive an e-mail notification when they are available online. You reduce the effort of opening and filing all of those paper documents, in addition to having instant notification of when your documents are available.
To turn on edelivery notifications, and turn off paper mailings for your account:
Note: To sign up for edelivery, you must first register your account for online access. If you would like help, contact a Shareholder Services Representative. Our representatives are available Monday through Friday, between 8:00 a.m. and 6:00 p.m. Eastern time at 800-422-1050.
Investing involves risk and the potential loss of capital.
Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. To obtain a summary prospectus or prospectus for this and other information, click here or call 800-422-1050. Read it carefully before investing.