Virtus - Individual Investors

Mutual Fund Account Access

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Update Your Account Info

Need to update your personal information or beneficiaries for your Virtus Mutual Fund accounts?

Download forms here:

» Mutual Fund Forms
» Retirement Account Forms

Frequently Asked Questions

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Individual Investors

Virtus Mutual Funds are designed to help people like you build a diversified portfolio as you seek to reach your financial goals.

Investor's Knowledge Base

Our guide to investment terminology and information to help you make informed decisions.
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Closed-End Funds

What they are & why they may be appropriate for your portfolio.

Take Advantage of Our Investment Services

No hassle reinvestment services, online account access, paperless statements & more!

» View all Investment Services

Try These Calculators

Not sure how much you need to save now?
Try these:

» Investment Calculator
» Retirement Calculator

Mutual funds distributed by Phoenix Equity Planning Corporation, member FINRA and subsidiary of Virtus Investment Partners, Inc.