Pioneer Investments: Purchase Additional Shares


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Purchase Additional Shares

You may add to a Pioneer mutual fund account through any securities broker/dealer that has a selling agreement with Pioneer Funds Distributor, Inc. And, Pioneer provides several other convenient methods for investing.

Ways to Purchase Additional Shares

  Mail   Online   Telephone
  Automatic Investment Plan   Bank Wire
  Payroll Investment Plan    

Whichever method you select, please keep in mind the following guidelines:

  • Read the fund's prospectus before you invest or send money. It contains additional information about the fund, including sales charges and expenses.
  • Your investment must meet the minimum investment amount for the selected fund and class of shares. Refer to the fund's prospectus for the applicable investment minimums.
  • Separate minimum investment requirements apply to retirement plans and to telephone and wire orders placed for you by broker/dealers.
  • Shares will be purchased at the public offering price - that is, the net asset value per share plus any applicable sales charge - next determined after we receive your complete purchase request. If your complete request is received after the close of the New York Stock Exchange (usually 4:00 p.m. Eastern time), shares will be purchased using the price of the next business day.

Use the information presented here as a general guide. Your circumstances may vary; talk to your investment professional, or call one of our Customer Service Representatives at 1-800-225-6292.




Purchasing Additional Shares by Mail

You may purchase shares by sending us a check, payable to Pioneer Investment Management Shareholder Services, Inc., with your investment slip. If you do not have an investment slip handy, include your instructions with your name, address, 14-digit Pioneer account number and telephone number. Mail your investment to Pioneer Investment Management Shareholder Services (PIMSS), P.O. Box 55014, Boston, MA 02205-5014.




Purchasing Additional Shares Online

If your account is registered in your name, you may be able to buy, exchange or sell fund shares online. Your investment firm may also be able to buy, exchange or sell your fund shares online.

To establish online transaction privileges:

You can use the online purchase privilege if you have an existing non-retirement account. If your account is eligible, you can purchase additional fund shares online if:

  • You established your bank account of record at least 30 days ago

  • Your bank information has not changed for at least 30 days

  • You are not purchasing more than $100,000 worth of shares per account per day

  • You can provide the proper account identification information

When you request an online purchase, the transfer agent will electronically debit the amount of the purchase from your bank account of record. The transfer agent will purchase fund shares for the amount of the debit at the offering price determined after the transfer agent receives your online purchase instruction and good funds. It usually takes three business days for the transfer agent to receive notification from your bank that good funds are available in the amount of your investment.

To use online transactions, you must read and agree to the terms of an online transaction agreement. When you or your investment firm requests an online transaction, this requires an authorizing password and sends a written confirmation. The fund may implement other procedures from time to time. Different procedures may apply if you have a non-U.S. account or if your account is registered in the name of an institution, broker-dealer or other third party. You may not be able to use the online transaction privilege for certain types of accounts, including most retirement accounts.

For more information about exchanging shares online, please see any Pioneer fund prospectus. They are available on this site.




Purchasing Additional Shares by Telephone

If you have already authorized Pioneer to accept telephone instructions, and you have established electronic transfers from your bank account, you may purchase shares for your account by calling us at 1-800-225-6292. Pioneer will electronically debit the purchase amount from the designated bank account. You cannot make telephone purchases if your bank account information has changed within 30 days.

To authorize telephone purchases and establish electronic transfers from your bank account, send a completed Account Options Form to Pioneer Investment Management Shareholder Services, Inc., P. O. Box 55014, Boston, MA 02205-5014. Be sure to include your 14-digit Pioneer account number, social security number and phone number. To obtain a form, contact your investment professional, or call us at 1-800-225-6292.

When you call, please be ready with your 14-digit Pioneer account number, 4-digit personal identification number (PIN) and purchase amount. Also, keep in mind the following guidelines:

  • There is a telephone purchase maximum of $100,000 per account each day.
  • Telephone purchases may not be made for 30 days after your account's bank information has been added or changed.




Purchasing Additional Shares by FactFoneSM

You may purchase shares using our automated phone service, FactFoneSM, by dialing 1-800-225-4321. You must already have authorized Pioneer to accept telephone instructions and have established electronic transfers from your bank account. Pioneer will electronically debit the purchase amount from the designated bank account. You cannot make FactfoneSM purchases if your bank account information has changed within 30 days.

To authorize telephone purchases and establish electronic transfers from your bank account, send a completed Account Options Form to Pioneer Investment Management Shareholder Services, Inc., P. O. Box 55014, Boston, MA 02205-5014. Be sure to include your 14-digit Pioneer account number, social security number and phone number. To obtain a form, contact your investment professional, or call us at 1-800-225-6292.

Be ready with your 14-digit Pioneer account number, personal identification number (PIN) and purchase amount. Also, keep in mind the following guidelines:

  • There is a telephone purchase maximum of $100,000 per account each day.
  • Telephone purchases may not be made for 30 days after your account's bank information has been added or changed.




Purchasing Additional Shares through Pioneer Automatic Investment Plan

Pioneer Automatic Investment Plan is an easy and convenient way to invest on a regular basis. Simply complete an Automatic Investment form with your bank account information, attach a voided check and choose the amount you want to invest, the date(s) you want the investments made and the investment frequency - monthly, quarterly, semi-annually or annually. Pioneer will electronically debit the purchase amount from the designated bank account. To request a plan brochure and form, contact your investment professional, or call us at 1-800-225-6292.




Purchasing Additional Shares by Bank Wire

You may purchase shares by instructing your bank to wire funds directly from your bank account to an existing Pioneer account. The shares will be purchased at public offering price - that is, the net asset value per share plus any applicable sales charge - next determined after Pioneer receives your complete instructions and wired funds.

For bank wire instructions, please contact our Customer Service Representatives at 1-800-225-6292.




Purchasing Additional Shares through Payroll Investment Program (PIP)

Payroll Investment Program is a free service Pioneer offers for investing through paycheck deductions. Employers work with an investment professional to establish PIP with Pioneer. Once PIP is installed, employees authorize deductions from their paychecks and specify the dollar amount they want invested into the Pioneer fund(s) of their choice.

For more information, employers should contact an investment professional, or call us at 1-800-225-6292 to order a PIP information kit.

 

Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your advisor or Pioneer Investments for a prospectus or summary prospectus containing this information. Read it carefully. To obtain a free prospectus or summary prospectus and for information on any Pioneer fund, please download it here.

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Securities offered through Pioneer Funds Distributor, Inc., 60 State Street, Boston, MA. 02109. Underwriter of Pioneer mutual funds, Member SIPC © 2014 Pioneer Investments.