Accounts
At New York Life Investments, we provide a broad range of investment products and solutions. For more information, please contact us via phone or e-mail.
Receive Documents Electronically
NYLI offers shareholders the convenience of receiving prospectuses and shareholder reports electronically rather than being sent through the mail.
- Environmentally friendly.
Help protect the environment by reducing the use of paper. - Easy access.
Get prospectuses & shareholder reports anytime, in a searchable format.
- Space-free storage.
Save documents online to help reduce clutter & free up space at home. - Protection. Avoid document destruction or damage.
To sign-up, log in to your account or call 1-800-624-6782 option 2.
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Important: Annual $17/$20 Custodial Fee
NYLI Shareholders who own an Individual Retirement Account (IRA), 403(b)(7), or Coverdell Education Savings Account (CESA) are required to pay an annual custodial fee of $17 by early December. Shareholders whose only type of custodial account is a SIMPLE IRA are required to pay an annual custodial fee of $20. Please note that this fee only applies to accounts with New York Life Trust Company as custodian and does not apply to custodial accounts that have a combined balance over $50,000. Please make the check payable to “New York Life Trust Company” and mail to:
NYLI Funds
PO Box 219003
Kansas City, MO 64121-9000
Small Account Fee Reminder
NYLI Funds imposes a small account fee on each fund account maintained by an investor with a balance of less than $1,000 ($5,000 for Class A Share Accounts). Exemptions apply—please call 1-800-624-6782 to find out if your account is affected. The annual fee of $20 is assessed as $10 semi-annually in March and September. To avoid the small account fee, consider establishing an AutoInvest feature on your account or exchange small account balances of multiple funds into a single fund.
Tax Center
When it comes to investing, taxes and tax-related issues are never far. We can help.
Literature
Our library includes forms and applications, proxy information, fund documents and more.
Dividend Schedule
Some NYLI Funds are scheduled to pay dividends in the current calendar year.