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On-line Account Access View your account balances, recent transaction history, the NAV (net asset value) for your account(s) and order duplicate statements. At the bottom of the screen, you will see "Account Access" - click this button, and you're on your way to easy and convenient account viewing. You will need to choose the fund you are in and enter your account number - remember that this is the 11 digits following the three digit fund code. For example, if your account number was 853-00000000001, you would choose "U.S. Treasury Securities Cash Fund" and enter the last 11 digits (00000000001). If you have any questions about account access on-line, please call an investor representative at 1-800-US-FUNDS. 
Retirement Planning Worksheets For a quick analysis of how much you need to save to reach your retirement goals, complete our retirement planning worksheets. 
Asset Allocation Tool For help in selecting an asset mix that meets your personal financial goals, complete our asset allocation worksheet. This worksheet can help you plan for retirement, education and other financial goals. Up-to-date Information You can also obtain in-depth information about U.S. Global Investors’ family of funds, including fund performance, NAVs, market commentaries, special reports and retirement planning. Financial Calculators Check out our new on-line financial calculators. You can find out how to allocate your portfolio, the taxable equivalent yield on a tax-free fund, how much you need to save to reach a specific financial goal and more! Visit us on-line today! |
