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About Westcore Trans@ction Center

Getting Started

Transaction Security

Go to Trans@ction Center

 

Welcome to Westcore Funds Trans@ction Center. As a Westcore investor, you can view your account values and transaction history and purchase, exchange and redeem shares online — day or night!

Please note: To access Westcore Trans@ction Center, you must have a browser that supports 128-bit encryption. Click on "Transaction Security" to find out more.

 

Getting Started

Thank you for your interest in using the Westcore Trans@ction Center. This service offers you access to your account information and the ability to process purchases, exchanges, and redemptions. It is another example of our commitment to provide you with superior customer service.

Please click on "Go to Trans@ction Center" to access Westcore's Trans@ction Center. There you must first read and agree to the terms on which you may use Westcore's Trans@ction Center. After you have reviewed the terms, you must signify your agreement by placing an "x" in the appropriate box, then click on the button "Enter Account Access Screen".

Please follow the instructions on the Account Access Screen(s) to create your Password and access your account(s). Each screen throughout the Westcore's Trans@ction Center includes instructions or a "help" button in the left menu. These provide information on the functionality and purpose of each screen. If you need further assistance, please call a Westcore Investor Service Representative at 1-800-392-CORE (2673).

When you have completed your session, you may exit Westcore's Trans@ction Center and return to the previous screen by clicking on the "Logout" button in the left menu. We recommend that you exit your browser upon completion. The system will automatically log you off after 15 minutes of inactivity.

 
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Transaction Security

Westcore Funds has worked to develop an e-commerce environment that is safe and easy to use for our shareholders. This site was developed to support secure online transactions through Secure Socket Layer (SSL) technology in a 128-bit environment.

128-bit browsers give you the highest level of protection possible when sending financial or confidential transactions over the Internet. When you use a 128-bit browser in a secured connection with a mutual fund, bank, brokerage house, online merchant, or anyone else who has 128-bit capabilities, the information in the exchange is scrambled into the toughest-to-crack code available in the industry today.

This SSL technology works best when the site is viewed using Microsoft's Internet Explorer or Netscape Navigator. All information that you provide during the transaction process is encrypted for your protection. You will know you are in an encrypted area when you see a solid key icon when using Netscape Navigator or a closed lock icon when using Internet Explorer.

If you currently use a 40-bit browser, you will be unable to access the Westcore Trans@ction Center to view your account or conduct transactions.

Below are links to sites where you may upgrade your  Microsoft or Mozilla Firefox browsers to allow you to access our Trans@ction site. Please contact them directly for technical assistance related to installation of their product.

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An investor should consider investment objectives, risks, charges and expenses of the Fund(s) carefully before investing. Click here for a prospectus, which contains this and other important information. Please read the prospectus carefully before investing.

Westcore Funds are distributed by ALPS Distributors, Inc.  

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