With a rich and successfully business practice that dates back to 1924, customers understand the culture that Eaton Vance brings into the market. It has a team of professionals who understand the market and research on the best investment opportunities to take for the benefit of their clients.
- Website: https://www.eatonvance.com/
- Mobile App: Not Available
- Telephone Number: 1-800-225-6265
- Headquartered In: Massachusetts
- Founded: 1924 (96 years ago)
- Company's Rating:
Most users will get to it easily in terms of navigating the Eaton Vance Investment online platform. However, for thee few, it is vital that you use the guide below to make your life easier.
How to login
The need for a login account is brought about by your desire to have control of what takes place in your investment account. As a user, you have to proceed and access your account with your login details as the way to sign in. The steps include:
Step 1: Click here
Step 2: Go to the select site space, select the region, user type and then Go.
Step 3: Tap the investor account access space.
Step 4: Enter your user ID and password and then Sign In.
How to get your password if forgotten
It starts with making the first move to log in but after a few attempts, you end up realizing that you have lost your password. If you cannot remember these login details, the only way to solve this problem is to proceed and retrieve them. The process entails:
Step 1: Click the Forgot/ reset password phrase.
Step 2: Enter your user Id and then submit.
Your details will be confirmed before you can change your account password.
How to retrieve your user ID if forgotten
It is a good idea to know what your options are if you cannot remember which user ID you used during registration. The steps below will help you to come out of that issue if you are caught in it:
Step 1: Click the Forgot your user ID phrase.
Step 2: Enter your account number, social security number, ZIP code, and then submit.
How to enroll
All things get easy when you enroll for online access. As a result, you will open up new and better ways to manage your account. You do not have to blindly hold an account without knowing what goes on. If you want to check the balance or an update on your balance on your account, you can do so and identify a problem early enough for quick a resolution. The steps include:
Step 1: Click the Register button.
Step 2: Enter your account number, social security number, ZIP code, and then tap Next.
After that, you have to accept the terms of the agreement and then enter your personal details to register for online access.
How to manage your account online
When it is all done and you have your login account activated, you can proceed to manage it. What goes on in your account will be at your disposal. When it comes to an online account, you will know and take control of the activities that take place in your investment account. It helps you to solve minor issues with ease and speed. Use this platform to check your account balance whenever you need to, view the history of your account and take action where necessary.