If you own shares directly with Westcore Funds, the Westcore Trans@ction Center allows you to view and manage your accounts online.
To register for access to the Westcore Trans@ction Center, you will need your Westcore Fund account number and your Social Security Number. Your account number is easily accessible from a recent statement. Contact a Westcore Investor Service Representative at 800.392.CORE (2673) if you have trouble locating your account number.
- View or download account information
- View or download recent transaction history and average cost basis (if available)
- Purchase, exchange or redeem shares
- Add or update an automatic investment plan
- Update distribution options
- Change eDelivery preferences
- Update e-mail and mailing addresses
- Change username or password
- View quarterly statements and tax information
Your online security is a critical part of the trust you place in Westcore Funds. We have worked to develop an e-commerce environment that is safe and easy for our shareholders to use. 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. 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 closed lock icon when using Internet Explorer.
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.
