Forms & Documents
Forms & Documents
Reminder: New Self-service Options Available
Self-service capabilities are available for Connect online portal users. They include:
- Account contact record updates
- Managing account contact permissions
- Managing ACH and wire instructions
These capabilities can be found by logging into Connect. From there, self-service options can be found under the "Organizational Settings" tab on your dashboard.
For questions about the Connect online portal or to get your portal set up, contact CSGMWW@pfmam.com.
Self-service capabilities are not currently available for all facets of account management.
Documents |
Illinois Portfolio - IIIT Class Fact Sheet |
Information Statement |
Declaration of Trust |
Annual Report dated September 30, 2024 |
For additional information or assistance completing any form, please contact a Trust representative at 1-800-731-6870 or 1-717-724-4991.
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