Investor Services
 


Welcome to Cypress Investor Services! By clicking on the topics to the right, you can access forms which you can use to authorize direct deposit; change your address, broker of record, or distribution information; or re-register your investment. In order to view these documents, you will need Adobe Acrobat Reader. Should you have any questions about these forms or any other matter in connection with your investment, please feel free to contact us, toll-free, at (866) 866-9330.

Investors and their financial advisors of record can obtain information specific to their accounts through our secure website by clicking on the "Investor Login" button in the upper right corner of this page. Investors may call us at (866) 866-9330 to obtain username and password information.