Mutual Funds

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Quicken and Money

Third party money management software such as Quicken and Microsoft Money allow you to download financial account information for convenient management and analysis.

While Guggenheim Investments does not support Quicken or Money file formats, we do offer a CSV file format that will allow you to download mutual fund account information. This includes account balances, investment holdings, and transaction history. This service is free for all direct Guggenheim Investments customers.

Account Download Problems
For technical questions regarding Quicken installation and functionality, you may call the Intuit technical help line at 800.446.8848 or www.intuit.com/support.

For technical questions regarding Microsoft Money installation and functionality, you may call the Microsoft Money paid assisted support line at 800.936.5700 or www.microsoft.com/money/support.mspx.

Account Balance Inconsistencies
Because Quicken and Microsoft Money are provided by third parties, Guggenheim Investments does not have control of how data is displayed. Your account statement from Guggenheim Investments is the only official record of account transactions, positions, and balances. The information you download into Quicken or Microsoft Money is for tracking purposes only. If you have any discrepancies between your statement data and the data you have downloaded to Quicken or Microsoft Money, you can manually correct or add them in Quicken or Microsoft Money from your official account statement. We provide an archive of your statements online. To access these archived statements, please login to the account access area and go to the statements or confirms area.



Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC, ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

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This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.