Skip to main content.

Services: Frequently Asked Questions

We are here to answer your questions about Virtus Mutual Funds. Scroll through the list below to find the answer you need. If you are not able to find the information you are looking for, e-mail or call us:

Legacy Virtus Mutual Funds: 1-800-243-1574

Former AllianzGI Funds: 1-800-988-8380

Talk to your financial representative about how to invest in our funds. Financial representatives are equipped to discuss the available investment options and can help you open an account.

If you are a retail investor who wishes to purchase shares directly without the help of a financial representative, then you must review a prospectus, complete an application and deliver it to us for processing.

Obtain a prospectus by visiting our Mutual Fund Documents. Read the prospectus carefully before you invest or send money.

Complete and sign the application. By signing, you agree that you have received and read the prospectus and agree to its terms.

Mail the completed application and check made payable to Virtus Mutual Funds to the address provided on the application.

Please note that you may contact a Customer Service Representative anytime for assistance with any questions you may have.

Legacy Virtus Mutual Funds: 1-800-243-1574

Former AllianzGI Funds: 1-800-988-8380

The minimum initial investment for a regular account is $2,500. The minimum initial investment for Individual Retirement Accounts (IRAs), accounts with systematic purchase or exchange is $100. There is no minimum initial or subsequent purchase amounts for defined contribution plans, asset-based fee programs, profit-sharing or employee benefit plans.

The minimum initial investment for our Systematic Investment plan is $100. This plan allows you to invest in any Virtus Mutual Fund(s) with only a $100 investment through automatic monthly deductions from your checking or savings account.

If you currently have bank instructions on your Virtus Mutual Fund account, you can purchase additional shares by the following:

Invest Online - Log into your account; If you have not logged in to your account before, you will need to establish a User ID and password to gain access.

Invest by Phone – Call the toll-free number provided on your account statement.

Invest by Mail – Include your fund and account number in the memo area of your check made payable to Virtus Mutual Funds and mail to the address provided on your account statement.

Systematic Purchase Plan - Invest in any Virtus Mutual Fund(s) automatically from your checking or savings account. The regular minimum investment is $100. Visit our Mutual Fund Forms to obtain the proper Service form needed.

Legacy Virtus Fund Shareholders: Complete the Bank Option Application.

Former AllianzGI Shareholders: Complete the Auto-Invest Enrollment Form. A Medallion Guarantee may be required for all signatures. 

Please mail the completed service form to the address provided on the service form.

Invest via Federal Funds Wire - Transfer funds directly to the Virtus Mutual Funds. Include the fund name and number, account number and shareholder name and advise your bank to transfer funds to:

Legacy Virtus Mutual Fund Shareholders
Bank of New York Mellon
BNF Virtus Funds
ABA: 011001234
Credit Acct # 733199
BNY Mellon Investment Servicing (US) Inc. as Agent FBO Virtus Consolidated Further Credit: Shareholder Fund & Account Number

Former AllianzGI Retail & Institutional Shareholders
State Street Bank & Trust Company
BNF Virtus Funds
ABA: 011000028
Credit Acct # 99057499
State Street Bank & Trust Company, as Agent FBO Virtus Funds Consolidated Further Credit:
Attn: Control Dept
Shareholder Fund & Account Number

(Note: Funds received prior to 4:00 p.m. Eastern Time will be invested at the closing price on the date received. Funds received after 4:00 p.m. Eastern Time will receive the next business day’s closing price.)

Obtain a prospectus from your financial representative, on our website, or call our customer service center at the number below. Read the prospectus carefully before you invest or send money. You may exchange shares of the same share class. The amount of the exchange must be equal to or greater than the initial investment required. Any transaction processed prior to 4:00 p.m. ET (New York Stock Exchange close) will receive that day's closing price. At this time exchanges cannot be made between legacy Virtus Mutual Funds and former AllianzGI Funds.

Legacy Virtus Mutual Funds Investors, call 1-800-243-1574 to exchange through our automated account services line, The Fund Connection or speak with one of our customer service representatives.

Former Allianz Global Investors, contact a customer service representative at 1-800-988-8380 for assistance in processing your transaction.

Online – Log In to your account on Virtus.com / Investor Login

If your account is held at a brokerage firm, then you will need to contact your financial advisor directly for more information.

Certain requests may require special documentation and a STAMP 2000 Medallion signature guarantee. If you have questions about redeeming, please call us. Any transaction processed prior to 4:00 p.m. ET (New York Stock Exchange close) will receive that day's closing price.

A Medallion Guarantee is required for lump-sum distributions that meet the following criteria: Distributions that are being sent to a bank account (not currently maintained on the account), the redemption check is to be made payable to someone other than the shareholder and/or mailed to an address not presently on our records, the distribution exceeds $50,000.00 or the address on the account has been updated within 30 days Mail to the address provided on your account statement.

You can redeem shares:

By Telephone - Call the toll-free number provided on your statement to speak with one of our customer service representatives. You may redeem up to $50,000 per day by telephone and have the check mailed to your address or bank of record provided it doesn’t meet the criteria above for requiring a Medallion Guarantee.

By Mail – Download and complete the service form indicated below or send a letter of instruction, including your fund and account number, name on the account registration, the signature of all registered owners, redemption amount, and the address of where the redemption check should be mailed.

Legacy Virtus Fund Shareholders: Systematic Withdrawal Redemption Request Form

Former AllianzGI Shareholders: Automatic Withdrawal Form

Please mail the completed form to the address provided on the service form or mail a letter of instructions to the address provided on your account statement.

The following legacy Virtus Funds offer Check writing privileges:

Virtus Newfleet Core Plus Bond Fund, Virtus Newfleet High Yield Fund, Virtus Newfleet Multi-Sector Intermediate Bond Fund, Virtus Newfleet Multi-Sector Short Term Bond Fund, Virtus Seix U.S. Government Securities Ultra-Short Bond Fund and Virtus Seix Ultra-Short Bond Fund.

Visit our Mutual Fund Forms to download a Check Writing Application. Please mail the completed form to the address provided on top of the form.

To have your redemption check forwarded to an address other than the address of record or to mail to an address that has changed within the last 30 days, send a letter signed by all registered owners or if not signed by the registered owners(s), signed by the authorized individual(s) in their capacity. All signatures must be guaranteed with a STAMP 2000 Medallion signature guarantee. All other redemption requirements apply. Please speak with your financial representative or call us for more information.

Your transaction will be confirmed at the price determined as of the New York Stock Exchange market close on the day that the request is received in good order by Virtus Investment Partners. Requests received after the NYSE close will be confirmed at the price determined on the next business day.

Online - Log In to your account.

By Telephone - Call the toll-free number provided on your account statement to speak with one of our customer service representatives.

By Mail - Please include your fund and account number, name on the account registration, new address and the signatures of all registered owner(s). Send to the address provided on your account statement.

It is required that your signatures, former name and current name are notarized to have your name changed. You may change your name on your account(s) as follows:

Legacy Virtus Mutual Funds Investors:

Online - Visit our Mutual Fund Forms to download the Name Change Authorization Form. Please mail to the address provided on the form.

Former AllianzGI Investors:

By Mail – Please mail a notarized letter of instruction signed both your former name and your current name, including your fund, account number and name on the account registration to the address provided on your account statement.

Visit our Mutual Fund Forms to download the Non-Retirement Transfer/Redemption Form for the product (Legacy Virtus Funds or former AllianzGI Funds) you own. A Medallion Guarantee may be required for all signatures. For specific requirements, contact your financial professional or call a customer service representative at the toll-free number provided on your account statement.

By Telephone - Call the toll-free number provided on your account statement to speak with one of our customer service representatives.

Online -  Log In to your account.

By Mail - Please include your fund and account number, name on the account registration, requested change and the signatures of all registered owner(s). Send to the address provided on your account statement.

To have your dividend and/or capital gain proceeds sent to a third party, contact your financial professional or call the toll-free number provided on your account statement to speak with one of our customer service representatives. A Medallion Guarantee may be required.

To establish a plan that allows you to have a specific dollar or share amount liquidated from your account and sent to your address or bank account at any frequency you choose (monthly, quarterly, annually, etc.), Visit our Mutual Fund Forms to download the service form indicated below.

Legacy Virtus Fund Shareholders: Systematic Withdrawal Redemption Request Form

Former AllianzGI Shareholders: Automatic Withdrawal Form

Please mail the completed form to the address provided on the service form. A Medallion Guarantee may be required.

Our Systematic Purchase Plan allows you to invest in any Virtus Mutual Fund(s) automatically from your checking or savings account. The regular minimum investment is $100. Visit our Mutual Fund Forms to obtain the Service form needed.

Legacy Virtus Fund Shareholders: Bank Option Application .

Former AllianzGI Shareholders: Auto-Invest Enrollment Form. A Medallion Guarantee may be required for all signatures. 

Please mail the completed form to the address provided on the service form. An original voided check is required.

Paperless Legals eliminates the need for supporting documentation to accompany certain legal securities transfer requests by establishing a policy that the transfer agent will accept without the supporting documentation original requests to transfer or redeem accounts that are signed, include the capacity of the signer, and are STAMP 2000 Medallion guaranteed. This is because the transfer agent is able to rely upon the warranties provided by the Guarantor in supplying the STAMP 2000 Medallion that the Guarantor has examined the appropriate documents to establish the identity and legal capacity of the signer. Please call the toll-free number provided on your account statement to speak with one of our customer service representatives for more information or download our Signature Guarantee Requirements .

A STAMP 2000 Signature Guarantee makes certain warrantees upon which the transfer agent can rely; the signature is genuine; the signer was an appropriate person to endorse or originate the instruction and had the legal capacity to sign the request. The guarantee financially backs the transaction in the event of fraudulent activity.

Signature Validation Program Stamps are used for non-securities transactions. A non-securities transaction is defined as any commercial transaction that does not pertain to a sale, assignment, transfer or redemption of a security.

Both types of stamps may be obtained from certain credit unions; domestic banks; trust companies and broker/dealers. For a complete list of types of firms that provide them and for additional details, download our Signature Guarantee Requirements .

Regular Mail:

Legacy Virtus Mutual Funds

Former AllianzGI Funds

Virtus Mutual Funds Virtus Mutual Funds
PO Box 9874 PO Box 219723
Providence, RI 02940-8074 Kansas City, MO 64121-9723

Overnight Delivery:

Virtus Mutual Funds Virtus Mutual Funds
4400 Computer Dr C/O DST AMS
Westborough, MA 01581-1722  430 W 7th Street Ste 219723      
Kansas City MO 64105-1407

You can reach a customer service representative Monday - Thursday 8:30 a.m. - 6:00 p.m. ET or until 5:00 p.m. on Friday.

Legacy Virtus Mutual Funds: 1-800-243-1574

Former AllianzGI Funds: 1-800-988-8380

Legacy Virtus Mutual Funds: 1-508-599-6179

Former AllianzGI Funds:

Retail 1-816-221-9597

Institutional 1-816-218-1594

Virtus Investment Partners uses a Secure Socket Layer (SSL) server. This ensures that all communications between you and the server are encrypted and cannot be viewed by third parties. In addition to using a secure server, the Virtus Investment Partners server requires 128-bit encryption (the highest level of security available). Please note: Some companies and Internet service providers (ISPs) do not allow users to access sites using SSL. If you experience problems after upgrading to a strong-encryption browser, please contact your ISP or a computer support professional.

There are several browser requirements, explained below, which are necessary for you to use the site to access your account information.

Acceptable operating systems
Windows 7
Windows 10
IOS for Mobile
MAC OS X

Acceptable browsers
Internet Explorer - 6.0 through 9.0 only
Mozilla FireFox - 3.0 or higher
Google Chrome - 4.0 or higher
Safari - 4.0 or higher

Required browser settings

Many of the required browser settings for using our site are enabled by default when you install the browser, therefore, you may not have to make any changes.  If you have any problems using our site, ensure that cookies, privacy settings, style sheets, Java, and JavaScript are enabled for your browser.  This site adheres to 128-bit (domestic) encryption.