Overview

Use the left navigation tabs to access and manage your account(s).

Forms and Applications: Find the forms and applications needed to open a new MFS mutual fund, IRA, a retirement (403(b)) or a college savings (529) account(s).

Tax Center: Get an overview of how mutual funds are taxed, details about the tax forms you receive from MFS and instructions for using this information to complete your tax return.

Calculators: Use our calculators to calculate the costs and expenses of MFS funds and other investments.