Columbia Management

Columbia Management is committed to protecting your privacy and the security of your online experience. To help ensure your information is kept safe and secure, we’re enhancing the security on your account.

What to expect if you have re-registered for mutual fund account or financial professional site access since November 6, 2011:

• When you log in within the next few weeks, you will be asked to select three security questions and create answers that only you will know.
• If we ever need to verify your identity, we’ll ask you to answer one of these questions. Your questions and answers provide another layer of protection for your account.

NOTE: The new security questions and answers are different than the password validation question and answer you chose during the re-registration process. You will continue to use your original validation question and answer in the event you need to reset your password online.

If you have NOT re-registered for site access since November 6, 2011:

To gain access to your mutual fund account or the financial professional site, you will need to re-register. Note: Future Scholar 529 accounts DO NOT require re-registration. Log in to your Future Scholar account now.

What you need to begin re-registration for your mutual fund account or the financial professional website

• Investors need a fund and account number to re-register. This information can be found on quarterly statements.
• Financial professionals need a CRD number or Access Key for re-registration.

Action to take

1. Re-register for access to your Columbia Management account or secure site. Your previous username and password will no longer work. During registration, you will select a new user ID and password and choose a validation question to answer. Future Scholar 529 accounts DO NOT require re-registration
   
   Re-register now
2. Select three security questions and create answers that only you will know during re-registration or on login. If we ever need to verify your identity, we’ll ask you to answer one of these questions. Your questions and answers provide another layer of protection for your account.
3. Enroll in expanded eDelivery for investors (optional)
   
   During the registration process, you may enroll in the expanded eDelivery service, which now includes quarterly statements in addition to annual and semiannual reports, prospectuses and supplements. If you choose to enroll in eDelivery, you will receive email notifications with a link to the electronic copy of your compliance documents.
   
   IMPORTANT: If you are already receiving electronic documents, you’ll need to re-agree to the terms of agreement and verify your email address in order to receive electronic documents going forward.
4. Update your costing method (optional)
   
   For non-retirement mutual fund shares purchased and subsequently redeemed after January 1, 2012, Columbia Management will now be required to report the cost-basis to both you and the IRS. Columbia Management will use "Average cost" as the default method, however you will have the option to select a different cost method.
   
   To change your method after you re-register, choose the "Select an Action" drop-down box under and select "Update Mandatory Cost Basis." Before changing your method, we encourage you to contact your tax advisor, talk to your financial advisor, read about Cost basis Q&A or contact us at 800.345.6611.
5. Update aggregator websites or software programs
   
   After you re-register for the Columbia Management website, remember to update any financial aggregator websites or tax programs that utilize data from your Columbia Management accounts (such as Mint.com or TurboTax) with your new login credentials.

New features after re-registration

• Online password reset. In the event you forget your password after re-registration, you may reset your password online using a validation question and answer you create.
• Improved website navigation. Your secure information has been re-integrated into the Columbia Management website through the Account Access section. After you log in, you may browse Columbia Management products and information without leaving the site or signing out.
• Account security enhancements. New security procedures have been incorporated into the account login process to ensure your information remains safe and secure.
• Expanded electronic delivery. Our eDelivery service has been expanded to include quarterly statements, in addition to annual and semiannual reports, prospectuses and supplements.
• New cost-basis capabilities. To comply with new mandatory cost-basis reporting requirements for non-retirement mutual fund shares purchased and subsequently redeemed beginning January 1, 2012, you can now choose your preferred costing method. Mandatory cost-basis Q&A
• Secure advisor materials and Offshore Funds information for financial professionals are now fully integrated into the Columbia Management website.