Delaware Investments Customer FAQ

Delaware Investments typically provides an online portal where clients can access their accounts. To access your account online, you If you are a first-time user or have forgotten your login details, there are usually options available for creating a new account or recovering your password. For security reasons, it is crucial to follow the guidelines provided on the site to ensure that your personal information remains protected. Once you gain access to your account, you can typically view your account information, transaction history, and performance reports. You may also have the ability to manage certain aspects of your investments online. Should you need further assistance with the online platform, additional resources may be available on the website, including FAQs or customer support options. Please bear in mind the importance of keeping your login credentials secure and private....

Yes, it is generally possible to make changes to your investment portfolio after opening an account with Delaware Investments. Most However, it is essential for investors to review the terms and conditions of their specific investment account, as there may be certain restrictions or procedures that must be followed when making changes. For example, there could be fees associated with transactions, or specific forms or procedures must be completed to effectuate the changes. It is advisable to consult any available resources on the official website or review the investment policy documents that pertain to your account. This will help ensure that you make informed decisions while managing your portfolio effectively....

Delaware Investments generally does not impose strict restrictions on making additional investments after an account has been opened....

The process for withdrawing funds from an account with Delaware Investments typically involves several steps to ensure the security Once in the appropriate section, the account holder can select the amount they wish to withdraw and choose the method of withdrawal. Common options may include transferring funds directly to a bank account or requesting a physical check. It is important to review any potential fees or conditions associated with the selected withdrawal method, as these can vary. Following the selection of withdrawal details, the account holder will need to confirm the request. At this stage, it is also advisable to ensure that any identification information is up to date in order to facilitate a smooth transaction. After the request is submitted, there may be a brief processing period during which the withdrawal is verified and completed. It is always a good idea to keep track of transactions and account statements for personal records. For specific details or unique circumstances, the current website of Delaware Investments may provide additional resources or contact information....

Delaware Investments is a well-established investment management firm that has been providing a range of investment products and services Delaware Investments aims to meet diverse client needs by offering a variety of mutual funds and investment advisory services. It serves both retail and institutional clients, helping them build and manage investment portfolios that align with their financial goals and risk tolerance. The firm is well regarded for its commitment to delivering strong performance and maintaining transparent communication with clients. For more detailed information about Delaware Investments' offerings, performance, and market insights, it is advisable to visit the current web page, where visitors can find comprehensive resources and contact information if needed....

Delaware Investments provides a diverse array of investment products designed to meet the varying needs of individual and institutional In addition to mutual funds, Delaware Investments also features separately managed accounts. These accounts cater to investors who prefer a personalized investment strategy, enabling them to work closely with investment professionals to create a tailored portfolio that aligns with their specific financial goals and requirements. Moreover, Delaware Investments is known for offering alternative investment options. These may include strategies focused on private equity, hedge funds, and real estate, which can appeal to investors seeking to diversify their portfolios beyond traditional assets. The firm also emphasizes environmentally and socially responsible investing, allowing clients to choose investment options that align with their values. Overall, Delaware Investments strives to provide a comprehensive suite of investment solutions, supporting both long-term wealth accumulation and shorter-term financial goals. For more details about specific products and services, it may be beneficial to visit their official website, where current offerings and contact information are available....

Delaware Investments offers a variety of funds and investment products, each with its own minimum investment requirements. Generally, For individual mutual funds, the minimum investment amount is often set at a specified dollar figure, which may range from one thousand to several thousand dollars. However, it is worth noting that some funds may have lower initial investment minimums for retirement accounts. To obtain the most accurate and current information regarding minimum investment requirements for specific funds, interested individuals should refer to the information presented on Delaware Investments' official website. This resource will provide detailed information tailored to individual funds or investment products, ensuring that potential investors are adequately informed....

Transferring existing investments to Delaware Investments is a process that may be feasible, depending on the specific circumstances It is essential to consider that the transfer process can vary based on the type of investment accounts involved, the assets being transferred, and the policies of both the original financial institution and Delaware Investments. Investors should review any fees that might be associated with the transfer, as well as the potential tax implications. Furthermore, it is advisable to assess the investment options and strategies that Delaware Investments offers to ensure that they align with your financial goals. For those interested in this process, looking at the official web page of Delaware Investments could provide valuable guidance on the procedures and specific forms needed for a successful transfer. Information on the necessary steps will help facilitate a smooth transition of assets and ensure that all requirements are met....

Delaware Investments offers a range of investment products, each with its own fee structure. Generally, fees associated with these Additionally, there may be specific fees related to certain services, such as account maintenance fees or transaction fees for buying and selling shares. The actual fees can vary significantly based on the type of product, such as mutual funds or exchange-traded funds, and on the specific share class of those products. To gain a comprehensive understanding of the fees associated with specific investment products from Delaware Investments, it is recommended that individuals consult the relevant prospectus or other detailed informational documents. These documents typically outline all applicable fees, as well as additional information about the investment objectives and risks involved. For more detailed fee information, potential investors might want to look at the current web page dedicated to Delaware Investments or the specific product of interest....

Investments made with Delaware Investments can indeed have tax implications, as the tax treatment of investment income and gains generally For taxable accounts, individuals will typically receive a Form 1099, which reports the income generated from their investments during the year, including dividends and realized capital gains. It is important to understand that certain tax-advantaged accounts, such as Individual Retirement Accounts (IRAs) or 401(k)s, may offer different tax treatments. For such accounts, taxes may be deferred until withdrawals are made. It can be beneficial for investors to consult with a tax professional to understand their specific tax situation and how it may relate to the investments held with Delaware Investments. Additionally, it is wise to refer to the relevant resources available on the official website of Delaware Investments for more detailed information regarding potential tax implications on various investment products....

Delaware Investments employs a variety of investment strategies tailored to meet the diverse needs of its clients. These strategies Additionally, Delaware Investments utilizes a value-oriented investment strategy, focusing on acquiring securities that appear undervalued relative to their true worth. This approach is anchored in the belief that over time, the market will recognize the value of these securities, leading to potential appreciation. Moreover, the firm emphasizes income generation through strategies that seek to invest in income-producing instruments, such as high-quality bonds and dividend-paying stocks. Furthermore, Delaware Investments embraces a disciplined risk management process aimed at protecting client assets during market fluctuations. By analyzing risk factors and diversifying portfolios, the firm aims to enhance long-term performance while managing potential downside risks. Overall, Delaware Investments seeks to create tailored investment solutions that align with each client's objectives and risk tolerance. For detailed information on specific strategies, it is advisable to refer to the relevant sections on Delaware Investments' official website....

Delaware Investments boasts a long-standing reputation in the investment management industry, with its origins dating back to 1929. Over the years, Delaware Investments has managed numerous mutual funds and investment strategies, encompassing a diverse range of equity, fixed income, and alternative investments. These offerings have generally aimed to meet the varying needs of retail and institutional clients. The firm utilizes fundamental research to identify investment opportunities, focusing on companies with strong management teams and economic moats. While specific performance history can vary from fund to fund, Delaware Investments often provides detailed information about the performance of its mutual funds and investment strategies on its website. Investors can review historical returns, volatility, and other performance metrics to understand how the firm has performed through different market cycles. It is important for potential investors to consider both short-term and long-term performance trends, as well as how each investment vehicle aligns with their individual risk tolerance and investment goals. For the most current and specific information on Delaware Investments, referring to the official website is advisable. The site typically contains the latest fund performance data, as well as comprehensive resources for prospective investors....

Delaware Investments offers a variety of support resources designed to assist investors in making informed decisions. One of the primary Furthermore, Delaware Investments typically provides detailed documentation regarding their funds, including prospectuses and fact sheets. These documents offer essential information about fund objectives, performance history, and management strategies, enabling investors to evaluate whether specific products align with their investment goals. For individuals seeking personalized advice, it is common for investment firms to have dedicated representatives who can provide tailored guidance. While Delaware Investments does not directly solicit contact, visiting their website will likely provide information on how to reach out for specific inquiries. In summary, through a combination of educational materials, detailed fund documentation, and potential direct support from representatives, Delaware Investments aims to empower investors with the knowledge and tools they need for successful investment decisions....

Delaware Investments understands the importance of protecting the personal information of its clients and adheres to stringent security Moreover, Delaware Investments implements robust access controls, allowing only authorized personnel to access personal information based on their roles and responsibilities. This limits exposure and reduces the likelihood of data breaches. The company also conducts regular security assessments and audits to identify and rectify any weaknesses in their systems and processes. These evaluations help to maintain a resilient infrastructure that can adapt to evolving security threats. Furthermore, Delaware Investments provides ongoing training and resources for employees to raise awareness about data privacy and security best practices. A culture of accountability and vigilance is fostered within the organization to ensure that all staff are knowledgeable about their obligations regarding personal information protection. For clients seeking more specific information regarding security practices, Delaware Investments typically provides details on their official website. This website may include updates regarding privacy policies, data protection strategies, and ways to safeguard personal information. Individuals interested in understanding more about how their data is secured may find it beneficial to refer to these resources on the Delaware Investments website....

If an individual's investment goals change, it is wise to reassess their entire investment strategy to ensure that it aligns with the After clarifying the new goals, it may be beneficial to review the current investment portfolio. This includes evaluating whether existing investments are still suitable for the revised objectives. If necessary, reallocating assets to different classes or sectors that better fit the new goals could be essential. Additionally, seeking guidance from a financial professional can provide tailored insights and recommendations specific to individual situations. Those who prefer to manage their investments independently may find that conducting thorough research and utilizing available tools online will help facilitate the necessary adjustments. For further information and resources, individuals may want to visit the official Delaware Investments website where additional guidance can be found....