Access and Forms

person hands pen faceless

Easton Episcopal Funds accounts are managed by Mutual Shareholder Services (MSS). If you are a shareholder, your current balances as well as historical transactions in your account may be viewed by following the link below to MSS. Choose “Easton Episcopal Balanced Fund” for the name of the Fund, enter the account number you wish to view, and your password for that account. The data will open in another tab. Please note, you will be leaving the EEF website. However, you close the new tab, you should return to this page.

For other account functions, such as purchasing additional shares, changing profile information, or requesting a cash distribution, please choose one of the links below to view (by clicking title) or download (to print and mail) the appropriate form. Mail completed forms to MSS.

Should you need to make changes to your account information, please fill out the New Account Application and Change Form, below, following the instructions at the bottom of the form.

New Account Application and Change Form