Sign up for electronic document delivery!
We are pleased to offer eDelivery, a convenient alternative to traditional mail. You can receive periodic account statements, tax forms, prospectus and fund reports online. You will be notified via email when a new document is available. Shareholders can elect to receive documents electronically by contacting Shareholder Services at 1-800-544-6547 from 8:00 am until 7:00 pm CST, Monday through Friday.
Login Using User ID
As of October 1, 2018 Nicholas Funds has updated features and added additional security to your account access. The first time you attempt to login you will be asked for your account number and the last four digits of the tax ID number associated with the account.
New Account Setup
The Nicholas Family of Funds offers online account access allowing shareholders to view portfolio information and historical account activity. Additionally, shareholders are able to perform online transactions including purchases, exchanges and redemptions as well as requesting tax statements, changing distribution options and downloading portfolio holdings and activity. The ability to perform these online transactions is dependent on the options selected at the time the account was established. If your account does not have the ability to perform a desired transaction please call (800) 544-6547 to speak to a customer service representative.
Accounts with identical registrations will link to comprise your portfolio summary. Please call a Customer Service Representative if you have additional questions concerning the registration of your accounts. Once you have accessed your portfolio summary you will be able to view account balances, account history, download data, request duplicate statements and tax forms as well as perform transactions.
NOTE: Your ability to perform transactions, including, but not limited to, purchases, redemptions and exchanges, is dependent on the account options requested at the time you established your account. If you do not see the transaction option button you desire please contact a Customer Service Representative at 800-544-6547 or 414-276-0535 for assistance in performing the necessary transaction.