Tools
For Financial Advisors, RIAs, Analysts, Institutional Clients and Consultants only
Please make the necessary corrections below:
For Shareholders Only
Access your MFS mutual fund, IRA, 529 savings plan accounts, quarterly statements, and sign up for eDelivery.
LoginIf you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password.
If you are working in a public space, such as a library, you would not want to select this option. You also might decide against this option if you visit the MFS site from work and others have access to your computer.
If you do NOT click this box, you will have to enter your user name and password each time you wish to view your mfs.com homepage. Regardless of what computer you are using, NOT clicking the box is the more secure choice for you to make.
Tools
Use the left navigation tabs to access tools and resources to help you manage and grow your practice.
Heritage Planning: Get tools and resources to help your clients at every stage in life as well as help you get the conversation started.
Create Hypothetical: See how a hypothetical portfolio would have performed historically with the Morningstar Hypothetical tool.
Calculators: Use our calculators to calculate the costs and expenses of MFS funds and other investments.