Online Self Service
Account self-service capabilities are available for Connect online portal users. They include:
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.
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.
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Participant Resolution |
New Participant Application |
Account Application |
Participant to Participant Transfer Setup |
Contact Record |
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Participant Resolution
New Participant Application
Account Application
Participant to Participant Transfer Setup
Contact Record
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Dividend Request |
Permissions |
Transaction Request |
Close Account Request |
W-9 Form |
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Dividend Request
Permissions
Transaction Request
Close Account Request
W-9 Form
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EPIC Fund NY Information Statement |
Municipal Cooperation Agreement |
Fact Sheet |
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EPIC Fund NY Information Statement
Municipal Cooperation Agreement
Fact Sheet