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)

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member, FINRA, and subsidiary of Calvert Investments, Inc. 800.368.2748

Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

This site intended for citizens and permanent residents of the United States of America.