Individual Investors
Information and Resources

Calvert believes in the importance of professional financial management and advice in managing your money. That's why Calvert's funds are offered through brokers, financial planners and registered investment advisors.

Choosing the right financial professional can be as important as choosing a doctor or lawyer and takes some research. Use Calvert Advisor Finder Service® to find broker/dealers who know our products well; or call Calvert at 1.800.368.2748 to find financial professionals to interview.  

Individual Investors: Information and Resources

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    Investor Services

    Calvert will help new and existing shareholders open or change an account, create a new ID or password, or change a profile.

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    Learn & Plan

    Calvert wants you to be an educated investor. Here is our take on what you need to know to start investing.

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    Tax Information

    Calvert provides information to use in preparing your income tax returns. Use it with your year-end account statements and 1099-DIV forms.

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    Workplace Retirement Plan Participants

    Calvert Funds are available through select 403(b) and 401(k) plans. If your workplace participates you can find it here. If you would like your workplace to participate, look here for help.

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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.