Online Self Service

Account self-service capabilities are available for Connect online portal users. They include:

  • Account contact record updates
  • Managing account contact permissions
  • Managing ACH and wire instructions

These capabilities can be found by logging into Connect. From there, self-service options can be found under the "Organizational Settings" tab on your dashboard.

For questions about the Connect online portal or to get your portal set up, contact CSGEast@pfmam.com. Self-service capabilities are not currently available for all facets of account management.

Forms & Documents

Click on the links below to access important documents. Forms below can be viewed, edited, and printed. If you are a new participant, please visit the How to Get Started page for instructions on how to open your account.

 

Forms

Participant Resolution

New Participant Application

Account Application

Participant to Participant Transfer Setup

Contact Record

Participant Resolution

New Participant Application

Account Application

Participant to Participant Transfer Setup

Contact Record

Forms (Continued)

Dividend Request

Permissions

Transaction Request

Close Account Request

W-9 Form

Dividend Request

Permissions

Transaction Request

Close Account Request

W-9 Form

Documents

EPIC Fund NY Information Statement

Municipal Cooperation Agreement

Fact Sheet

EPIC Fund NY Information Statement

Municipal Cooperation Agreement

Fact Sheet

Start of disclosure content

This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider the Fund’s investment objectives, risks, charges and expenses before investing in the Fund.  This and other information about the Fund is available in the Fund’s current Information Statement, which should be read carefully before investing. A copy of the Fund’s Information Statement may be obtained by calling 1-866-534-4802 or is available on the Fund’s website at www.epicfundny.com. While the Fund seeks to maintain a stable net asset value of $1.00 per share, it is possible to lose money investing in the Fund. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Fund are distributed by U.S. Bancorp Investments, Inc., member FINRA (www.finra.org). PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc., which serves as administrator and investment adviser to the Fund. U.S. Bancorp Asset Management, Inc. is a direct subsidiary of U.S. Bank N.A. and an indirect subsidiary of U.S. Bancorp. U.S. Bancorp Investments, Inc. is a subsidiary of U.S. Bancorp and affiliate of U.S. Bank N.A.