- Accounts that have a freeze or stop on them for any reason (including transferring or purchasing funds or placing a stop on account mail)
- Accounts with a foreign address
- Accounts that hold institutional shares
- Corporate accounts
- Brokerage accounts (for example, if your Columbia funds are held at another financial institution)
- Advantage Plan Trust accounts
- Accounts where there is no Social Security number or tax ID number
- Accounts for minors (UTMA/UGMA, Coverdell ESA, etc.) where the minor holds accounts with multiple custodians
- Closed accounts
If your account is not mentioned above and you are unable to register online, please call Shareholder Services.
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How can I change my user name or password?
After logging in to your account, go into My Profile to make changes to your user name, display name, password, phone number or email address. (Back to top)
I can’t remember my password or user name.
If you can’t remember your user name or password or if you get locked out of your account, please contact Shareholder Services. A representative can assist you with resetting your password. Remember, your password must be exactly 8 characters in length and contain at least two letters and two numbers. (Back to top)
I got an error message when logging into my account.
There are several reasons that you may receive an error message when logging in. Check to ensure that your username and password are correct. Please contact Shareholder Services for assistance in restoring your online access.
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