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  • Save Time and Put Your Tax Refund to Work Immediately

    One good financial decision you can make right now is to invest your tax refund. This is a convenient way to help fund your retirement or other financial goals with a contribution that doesn't upset your existing budget.

    Using IRS e-file with direct deposit, you can get your refund in as little as 10 days and eliminate the possibility of a lost or stolen check. You can either add to your existing funds or invest in a new fund.

    Deposit Your Refund Online.

    With our new direct deposit tool, you can set everything up in just a few minutes. There are no deposit slips to fill out or checks to cash. You simply:

    Step 1 Log in to account access
    Step 2 Select your mutual fund(s) and enter your allocation percentage
    Step 3 Enter the routing and account number provided on the confirmation screen on your tax form