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Investments

Welcome to your investment hub. From here, you can access your individual accounts below or go directly to jhinvestments.com

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What can we help you with today?

Check in on my mutual funds

Check account balances, review account info, update contacts, preferences and more.
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See my 529 plan

You’ll find everything you need to keep your account up to date.
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Review my close-end funds

See current balances, access forms, update information and more.
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View my IRA/Rollover

Click below to access the login to your retirement account, where you can check balances and make updates.

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Looking for a form?

Investments Change of Address Form 

If you have moved and need to update the address on your account, simply fill out and return this form.

Visit jhinvestments.com to download

Mutual Fund Account Application

If you would like to open a mutual fund account for an individual or Joint Account, Gift/Transfer to a Minor (UGMA/UTMA), Trust Corporation or Partnership use this form.

Visit jhinvestments.com to download

Universal IRA Package

This guide will help you establish a Traditional, Roth or Rollover IRA. It also includes rollover and conversion forms

Visit jhinvestments.com to download

Contact us

For a list of phone numbers, addresses, and our email request form, visit jhinvestments.com

 

 

 

 

Mutual funds distributed by John Hancock Investment Management Distributors LLC and affiliated companies. Member FINRA/SIPC. John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC, a  member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB)

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