You can login to your account by clicking on the Access My Account section on the top navigation bar on any page.  You will need your user id and password to access your account information.

• Instructions for first time users:  To establish online access, please click on the “Establish User ID” button on the Account Selection page.  You will need your Social Security Number and Account Number to verify your identity and establish a User ID and Password.  Once established, you will no longer use your Social Security Number or Account Number to gain access.
• Instructions for returning users: Please enter the User ID and Password you created.  If you have forgotten your User ID, click “Forgot your ID?” button on the Account Selection page and follow the instructions.

If you have difficulties accessing your account, please contact an Investor Representative at 1-800-US-FUNDS (1-800-873-8637) for assistance.

Yes! If you have an account in our U.S. Government Securities Savings Fund or our U.S. Treasury Securities Cash Fund, you can directly deposit your paycheck or any other check into your account. Simply download, print, complete and sign the Direct Deposit Form.

Once you establish online access to your account, you will have access to the following account options:

• View your current balance and account history.*
• Purchase shares.
• Establish and update automatic investments through the ABC Investment Plan®.
• Exchange shares to a new or existing fund on accounts with like registrations.
• Redeem shares (for non-retirement accounts only).
• Add, update, or delete bank information for online purchases and redemptions.
• Make changes to dividend/cap gains distribution options.
• Receive statements, fund reports, and fund prospectuses online through e-delivery (once e-delivery options become available).
• Change your mailing address and email address for e-delivery.
• Order a duplicate account statement that will be mailed to the address of record.

*You will be able to view up to the last 80 transactions on your account.  However, you will not usually be able to view transactions prior to the current calendar year, so the number of viewable transactions may be less than 80.

Online access is quick and easy! For account information, click on Access My Account located on the top navigation bar. For daily prices, go to the Fund Performance page.  For fund information, visit the Our Funds page in the main navigation bar above.

U.S. Global Investors uses 128-bit encryption, which is in line with reasonable industry standards.

If you are having trouble accessing your account, you may need to make sure that your browser is compatible with our systems and/or encryption level. The site is best viewed using the latest version of Internet Explorer, Netscape, Firefox or Safari.

When accessing your account online, you will be able to view up to the last 80 transactions on your account. However, you will not usually be able to view transactions prior to the current calendar year, so the number of viewable transactions may be less than 80.

Automated Telephone System
(800) US-FUNDS, Option 1
(800) 873-8637

Available 24 hours a day

Our Automated Telephone System is a quick and easy way to manage your investments by phone. Use either spoken commands or your telephone’s keypad to get access to account information such as your balance and the fund’s closing prices.

Call 1-800-USFUNDS (800-873-8637) and select Option 1, and then select Option 1 again. Access your account with your Social Security Number. You may use your telephone keypad or say the keyword to get to your desired menu choice.

First time users will need your Social Security Number and an account number to establish a PIN. A PIN is a 4-digit personal identification number, created by you, to access your account.

For a quick reference guide to navigate the system, download the Reference Guide (PDF).

• Fund Information
  Prices, yields and dividends are all available on the automated system. The investment objective for each fund is also available.
• Account Information
  Account information contains the value of your funds, last transactions and year-end account balance. You also have the ability to re-order statements and tax forms.
• Transactions
  You may process a trade on your account, such as an exchange, purchase or redemption.
• Use your voice to navigate the system
  If you choose, you may say the keyword commands to tell the system what you want. If you want account balance, say “account balance."

We’ve listened to our customers’ requests for features and functions to make the automated system more user-friendly. The added functionality will offer more services to you.

For a quick reference guide to navigate the system, download the Reference Guide (PDF).

You can use your keypad on your telephone or voice recognition interchangeably. For example, to protect your privacy in a public place, use your phone’s keypad to log in. Then, say “Account Balance” to access the account balance options.

You can also switch to our touch-tone system at any time by pressing **.

For a quick reference guide to navigate the system, download the Reference Guide (PDF).

The voice system responds to either spoken commands or your telephone’s keypad to access your account or fund information such as your balance and the fund’s closing prices. The touch tone system responds only to your telephone’s keypad.

The voice system is the default method in the automated system. To use the touch tone system, press ** as soon as you hear the greeting. You may switch back to the voice system at anytime by pressing *6.

For a quick reference guide to navigate the system, download the Reference Guide (PDF).

You may switch back to the voice system at anytime by pressing *6.

First-time users will need your Social Security Number and an account number to establish a PIN. A PIN is a 4-digit personal identification number, created by you, to access your account. A PIN is required for each Social Security Number and is not account-specific.

Once a PIN has been established or your voice has been established as your password, you may access your account at anytime by using only your Social Security Number and PIN.

For a quick reference guide to navigate the system, download the Reference Guide (PDF).

After you hear the greeting say “Enroll my voice.” Follow the instructions as directed by the voice system. You will be asked to repeat your Social Security Number three times. You will also be asked to repeat the phrase “My voice is my password. Verify me.” Once your voice has been established as your password, you may access account information by saying your Social Security Number. A PIN will not be required when using your voice as a password.

You may use the touch tone keypad on your phone at any time during the call to access your account in public places. Your PIN will be required when you are NOT using your voice as your password.

In order to work with another Social Security Number say “Access a different account.” If you are using the touch tone system, press *3.

You do not need to listen all the way through a menu. If you know what you want to do, you can say a command at any time to go to another option.

Yes. See the Reference Guide (PDF) for an overview of the menu.

When requesting information on a specific fund, say the fund name, as the automated system does not recognize funds by ticker or fund number.

You can find a fund’s closing price by saying the name of the fund. You will immediately hear the fund’s closing price. If you are unsure of the fund name, say “Price” then “List” for a list of fund names. Say “Yes” when you hear the fund you want. To hear another fund, say the name of the fund or say “List.” Say “Yes” when you hear the fund you want.

When using the touch tone system, press 2 to access the price menu, and press 1 to get prices. Press the number of the fund you want or press the # key for a list of funds. Press 1 when you hear the fund you want.

To change your address you may call an Investor Services Representative at 1-800-USFUNDS (1-800-873-8637) or access your account online. The automated system is not able to accept address changes.

You may say “Representative” or press “0” at anytime during the call. If you are using the touch tone system, press “0.”