
Save the $12 IRA Fee
Any Royce Funds IRA investor who chooses eDelivery of Prospectuses, Reports, and our RWord newsletter will NOT be charged the $12 annual IRA maintenance fee. (We will continue to also waive the fee for investors with more than $20,000 invested in Royce IRAs at the time the fee is charged, and for new transfer and rollover accounts in their first year.)
Thank You.
You've Helped Lighten the Load.
Many of you have chosen eDelivery of Royce documents, so there's less paper in the pipeline. Thank you for doing your part.
If you haven't yet chosen eDelivery, sign-up now.
What is "eDelivery"?
Electronic Delivery is a convenient online alternative for receiving important fund account documents. When an account document is ready, you'll receive an e-mail notification alerting you that your document is available for online viewing and downloading in PDF format. Here is a sample e-mail.
Your eDelivery Options
As a direct shareholder of our open-end funds, you can sign-up for eDelivery of:
- Semiannual Account Statements
- Transaction Confirmation Statements
- Prospectuses, Annual and Semiannual Reports, our RWord shareholder newsletter (IRA fee waiver applies)
- Annual Tax Forms 1099 and 5498
Sign-Up Now
Step 1.
Login to Account Access. If you are a first time user, you first need to Create a Username.
Step 2.
Click on the eDelivery Options link on the Manage Preferences tab and follow the prompts.
Need to Change Your eDelivery Options or E-Mail Address?
Direct open-end fund shareholders
Closed-end fund stockholders
eDelivery for Indirect or Beneficial Shareholders and All Closed-End Fund Stockholders
If you hold Royce Open-End Funds through a third party, or are a Royce Closed-End Fund stockholder, login to ADP Investor Communication Services.