|
|
Automated
Service Line |
| Automated
Phone Service Capabilities
Personalized Service Any Time
Map of Phone System
First-Time Account Access
Changing Your PIN
|
 1-800-392-CORE
(2673)
In addition to Westcore Funds online Trans@ction Center,
for fast information and transactions on your accounts, you
can reach Westcore's Automated Service Line 24 hours a day,
7 days a week.
Westcore Funds' Automated Phone Service Line
now offers voice recognition (IVR). Rather than listening
through all the various menus and pushing buttons to get to
the function you want, now you simply say a few keywords into
the phone, such as "purchase" or "prices",
and you will automatically go to that part of the phone system.
Automated Phone Service Capabilities
|
|
Through this automated
telephone service, you can conveniently manage your
accounts. You will be able to:
- get information on
fund prices, yields and performance
- retrieve specific
account information, including current account balances,
recent transactions, tax information and calendar
year-end balances,
- order duplicate statements,
tax forms or checks
- place purchases, exchanges
and redemption
|
|
|
| |
|
For Personalized Service Any Time |
| For help at
any time during your call, simply say "Rep",
and Monday - Friday, 7 am to 6 pm MST (9 am to 8 pm ET),
you will immediately be connected to a Westcore Investor
Service Representative.
For automated help, simply say
"Instructions" and you will hear a set of voice commands for
options in the system.
|
Return to Top
of Page |
Your Map of Westcore's Automated Service Line |
Press "2" to enter the Westcore
Automated Service Line. Then say these commands for the following
services.
Fund Information
|
Account Information
|
Transactions
|
Fulfillment
Order
|
|
NAV or Yield
Returns
Distributions
Another Fund
|
Account Balance
Recent Activity
Tax Information
Year-End Balance |
PurchasesRedeem Exchanges |
Investor Kit
Duplicate Statement
Duplicate Tax Form
Additional
Checkbooks |
| FOR HELP At
any time during your call, you can say "Rep"
to speak with an Investor Service Representative during business hours.
Or say "Instructions" to hear automated
instructions. |
| Other Choices At any
time you can say the following:
"Main Menu" to return to the main menu
"Cancel" to return to the main menu
"Change PIN" to change your password
"Instructions" to hear automated instructions. "Select
Account" from the main menu to work with another account |
|
Westcore
Fund Number Key:
|
| Westcore
MIDCO Growth Fund |
200 |
| Westcore
Growth Fund |
195 |
| Westcore
Select Fund |
1289 |
| Westcore
International Frontier Fund |
1287 |
| Westcore
Blue Chip Fund |
204 |
| Westcore
Mid-Cap Value Fund |
298 |
| Westcore
Small-Cap Opportunity Fund |
208 |
| Westcore Small-Cap Value Fund |
300 |
| Westcore Micro-Cap Opportunity
Fund |
205 |
| Westcore
Flexible Income Fund |
213 |
| Westcore
Plus Bond Fund |
198 |
| Westcore
Colorado Tax-Exempt Fund |
219 |
| BlackRock
Money Market Portfolio |
189 |
|
|
Return to Top
of Page |
Accessing Your Account for the First Time |
| Make sure you have your Social Security number
and/or account numbers available.
If you have created a numeric password
on Westcore's Trans@ction Center,
you can use that same PIN to access your account with the Automated
Service Line.
If you have not created a numeric
password, you can speak with an Investor Service Representative at
1-800-392-CORE (2673), option 0, to create a PIN for the Automated
Service Line.
|
|
Changing Your
Numeric Password |
| To change your password, simply
say "Change PIN" at any time
while in the Automated Service Line and follow the system prompts. IMPORTANT NOTE REGARDING YOUR
PASSWORD: Only you will know your
password.
Please remember to make note of it and keep it secret and in a safe place. No matter where
you create or update your PIN, it is compatible with both the Westcore Trans@ction Center
and the Westcore Automated Service Line as long as you use a numeric
Password for both. So, if you have already gained access to your account through Westcore’s
Trans@ction Center, your current numeric password will also enable you to access your accounts through
Westcore’s Automated Service Line.
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. |
Return to Top of Page |
|
|
|
