Learn more about the account types and services available to our Westcore shareholders
- Investor Services
Westcore Investor Service Representatives are available weekdays from 7 a.m. to 6 p.m. Mountain Time (9 a.m. to 8 p.m. Eastern Time) by calling 800.392.CORE (2673).
- Automated Account Access
Account information is available through our Automated Service Line 24 hours-a-day, 7-days-a-week by calling 800.392.CORE (2673) and selecting Option #2.
- Online Account Access
Access to your Westcore account information and the ability to place transactions online is available night or day through Westcore’s Trans@ction Center.
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- Westcore No-Fee IRA
Westcore waives the annual IRA maintenance fee for IRAs or multiple IRAs under the same taxpayer identification number with balances totaling over $10,000. This allows you to put every dollar to work for your retirement.
- Quarterly Statements
You will receive quarterly statements from Westcore detailing all of your account activity.
- Electronic Delivery Services
Westcore offers electronic delivery of regulatory documents such as annual reports and prospectuses, and quarterly account statements. If you participate in our investor email program, you will no longer have to wait for your regulatory documents and account statements in the mail. You will have access to them as soon as they are available. Sign up for eDelivery today.
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