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’s eDelivery service offers you the option to receive account statements, transaction confirmations, regulatory documents, tax statements and our WebMail Newsletter electronically. Enjoy faster access to your Westcore information and be more environmentally friendly by signing up for eDelivery today.
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