Commonwealth’s Investor Services team is dedicated to providing an outstanding service experience. Our team will:
- Respond to questions regarding your investment
- Provide copies of tax forms and/or Quarterly & Annual Reports
- Provide assistance for investors wishing to make changes to an account
- Provide requirements and forms to re-register or transfer units on an existing account
Our Investor and Representative websites allow access to detailed information to your investment. If you need assistance accessing Commonwealth’s secured website, please contact us at email@example.com or call us at 1-800-249-3700.
As part of our business continuity plan and to better serve our clients, Commonwealth maintains two locations. Our Executive Office is located in Woolwich Township, NJ and our Operations Center is located in New Port Richey, FL.
Our staff is available to assist you Monday through Friday, 8:30 am – 5 pm (Eastern time). Our contact information is as follows: