Managing Accounts


Our forms and applications are grouped in the following categories:

For security reasons, PH&N Investment Services can only accept signatures submitted by fax or mail. Please note that we do not accept electronic signatures.

To search for quarterly reports and regulatory documents, please click on the 'Documents' tab below.

Change of Address

View this document | PDF | 70 Kb

Duplicate Mailing

View this document | PDF | 60 Kb

Statement Consolidation Form

View this document | PDF | 70 Kb

Power of Attorney

View this document (Includes Federal ID Requirements form) | PDF | 50 Kb

Authorization of Agent

View this document | PDF | 50 Kb

Investor Profile & Account Objectives

View this document | PDF | 130 Kb


To speak with an Investment Funds Advisor:
Call us at 1.800.661.6141 or
email us at