Investor Services/Make a Transaction
Make a Transaction

Do you want to perform an account-related transaction? Our online portal makes it easy to purchase, redeem, rebalance, and exchange funds. Click on the transaction you want to perform to access the applicable form. Complete the PDF electronically in your browser, or download and complete using Adobe software. (Note: Not all Adobe form features are available in all web browsers.) Print, sign, and date the form, and fax or mail it to CBIS using the address on the form.

If you need help or have any questions, please contact us by phone or email. We look forward to assisting you with your account needs.

What type of transaction do you want to perform?
Purchase
Redeem
Rebalance
Exchange