Client Services

Calvert offers these services for clients:

  • 24-hour-a-day quotation service. Calvert.com or Calvert Information Network can provide up-to-date balance and performance information. You may also purchase, redeem or exchange between funds online or by calling 800.368.2745.
  • E-Delivery of your quarterly statements & regulatory materials.
  • Exchange privileges within all Calvert funds.
  • Automatic reinvestment of dividends and capital gains distributions.
  • Telephone redemption service.
  • Direct deposit of payroll checks. Investing directly from your paycheck is a way to dollar-cost average and grow your Calvert account.
  • Automatic Investment Plan takes electronic transfers one step further. This service lets customers invest automatically from a personal bank with Moneyvest. You select the frequency and amount and Calvert does the rest.
  • Current financial statements. Choose to receive online statements or we will send you financial statements each quarter complete with year-to-date information on earnings and transactions.
  • Telecommunications Device for the Deaf (TDD). For hearing-impaired shareholders, Calvert provides a computer-like system enabling communications with our Investor Relations Department.

G603 (12/13)