Online Account Access Help

Account access topics

Viewing my accounts

How do I update my account listing to remove $0 balances?

You can select the ‘Hide Zero Balance’ option on the Portfolio Overview page or you can click on your name in the right-hand corner, select Account Profile and then the Nicknames and Icons option. There is an option available to hide zero balance accounts.

How do I change the sort order of my accounts?

On the Portfolio page you can sort each of the columns by clicking on the header/arrow next to the column name. To change the default sort order, click on your name in the right-hand corner, select Account Profile and then the Nicknames and Icons option. You can select the default sort method on the Portfolio Overview page based on the share or dollar balance.

I performed a transaction on my account a few hours ago but it is not showing. Where is it?

To view transactions that are still ‘pending’, select the ‘Trading/Pending’ transactions option. After the transaction is fully processed during our nightly transaction cycle it will appear under the Statements & History/Transaction History option and be reflected in your account balance.

Automatic investment plans

What is an automatic investment plan (AIP)? How do I set one up?

An AIP allows you to make scheduled automatic investments from your bank account into your Allspring Funds account. To establish an AIP, click the Trading/Systematics tab and select Automatic Investments.

A program of regular investment cannot ensure a profit or protect against a loss in a declining market.

How do I make changes to an existing AIP?

Most changes to your AIP can be made in our account access site, including updating the dollar amount and stopping or restarting the plan. Changes to the bank account associated with your AIP must be done in writing by completing the Shareholder Account Options form. If you need to make a change to an upcoming contribution, provide at least three business days lead time prior to the scheduled AIP investment for the update to take effect.

What if my AIP purchase date falls on a weekend or holiday?

If the AIP date falls on a weekend or holiday, the purchase will occur on the next business day.

What is the hold policy on purchases?

With the exception of federal wire, there is a hold on AIPs — meaning purchases are not cleared or considered collected for seven calendar days. Shares may be exchanged during this time period.

Updating banking information

How do I add or change bank information on my account?

To protect your privacy and account information, all bank account change requests must be provided to us in writing. To update your bank information, complete and mail in a  Shareholder Account Options form.

Transacting on my account

How do I process a purchase on my account?

To initiate an electronic purchase from your bank account, click on Trading/Purchase option.

How do I process an exchange on my account?

To process a redemption, log in to Online Account Access, select the “Trading/Exchange” option. The exchange option allows you to exchange funds between identically registered Allspring Funds accounts. There is no minimum exchange requirement. However, the amount must meet the minimum subsequent purchase requirements for each fund.

How do I process a redemption on my account?

• To process a redemption, log in to Online Account Access, select the “Trading/Redeem” option. You will have the option to send the proceeds to your address of record via check or to your existing bank information via wire or electronic funds transfer (EFT).

Why isn’t all of my money available for redemption?

Certain types of purchases are subject to a holding period, and that money may not be immediately available for redemptions. Shares may be eligible to be exchanged to another fund.

Tax-related information

Can I access my 1099 and other tax forms in online account access?

To view your tax information online, click on Statements & History and then the Statement & TaxForms option. All available tax form information will be displayed.

Where can I find cost basis information for my funds?

To view available cost basis information, click on Account Settings and select the Cost Basis Activity option. Separate tabs are available for realized and unrealized gain/loss activity.

Do you support the use of Quicken software for my investments?

Yes, we support Quicken in online account access. Learn about accessing Quicken with your account.

Signing up for eDocuments

How do I enroll in eDocuments?

To receive email notifications when your new statements and regulatory documents become available, click on your name in the right hand corner, select Account Profile and then the Email Address and E-Delivery Preferences option. You will be able to choose how you would like to receive your statements, regulatory documents and tax forms.