Account Access
Individual Investors
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to:
- Check your account balance
- Download your tax forms
- Purchase and redeem shares, depending on your account type
- Update your account information
- Monitor fund performance.
Mutual Fund Accounts – Hartford Funds Online
To register or access your account online, please visit hartfordfunds.com/myaccount
To register or access your account online, please visit hartfordfunds.com/529account
To register or access your account online, please visit hartfordfunds.com/CHETaccount
Financial Advisors
As a financial advisor, you have the ability to gain full access to:
- detailed fund information to help facilitate your due diligence processes
- behavioral research from MIT AgeLab to deepen client relationships
- latest market perspectives from around the globe to drive informed decisions.
To view your clients' accounts:
Mutual Fund Accounts – DST Vision
For online access to your clients’ Mutual Fund accounts, including consolidated customer portfolio management, detailed account information, electronic statements, transaction processing, new account establishment, and more.
SMART529 Accounts – 529 Quickview
For online access to your clients’ SMART529 College Savings accounts. With 529 QuickView, you have one-stop access for answers to your clients' account questions with data that is easily downloadable to your desktop.
CHET Advisor Accounts – 529 Quickview
For online access to your clients’ Chet Advisor College Savings accounts. With 529 QuickView, you have one-stop access for answers to your clients' account questions with data that is easily downloadable to your desktop.
Mutual Funds, ETFs and College Savings Pre-Sales Support
800-456-7526 (PLAN)
Monday - Thursday: 8:00 a.m. – 6:00 p.m. ET
Friday: 8:00 a.m – 5:00 p.m. ET
Mutual Funds Post-Sales and Website Support
888-843-7824
Monday - Friday: 9:00 a.m. – 6:00 p.m. ET
ETF Trading Support
415-315-6600
Monday - Friday: 9:30 a.m. – 5:00 p.m. ET
College Savings Post-Sales Support
SMART529
866-574-3542
CHET Advisor
877-407-2828
Monday - Thursday: 8:00 a.m. – 7:00 p.m. ET
Friday: 8:00 a.m. – 6:00 p.m. ET
RIAs and Bank Trusts
800-279-1541
Monday - Thursday: 8:00 a.m. – 6:00 p.m. ET
Friday: 8:00 a.m. – 5:00 p.m. ET
Institutional Consultants and Defined Contribution
800-279-1541
Monday - Thursday: 8:00 a.m. – 6:00 p.m. ET
Friday: 8:00 a.m. – 5:00 p.m. ET