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Individual Investors

Update Your Account Information

If you need to update your personal information or beneficiaries for your Virtus Mutual Fund accounts, you'll need these forms.

Frequently Asked Questions

We are here to answer your questions about Virtus Mutual Funds. Visit our list to find the answer you need.

Resources & Services

We offer valuable resources for our Investors. Our mutual fund investors can take advantage of these shareholder benefits:

Please visit our Tax Center for updated information for filing your 2016 tax forms.

Investor Notification

Custodial Fee Changes
BNY Mellon Investment Servicing Trust Company, (the “Custodian”) of your Individual Retirement Account (Traditional, SEP, Roth or SIMPLE IRA), 403(b)(7) Custodial Account or Coverdell Education Savings Account (collectively referred to as the "Custodial Accounts") hereby provides written notice of an amendment to the custodial account agreements effective 30 days from the date of this notice (“Effective Date”). The amendment provides for an increase in the annual custodial maintenance fee from $15 to $20 per Custodial Account. In addition to the increase, the annual custodial maintenance fee will now be charged per account, rather than per social security number as in previous years. This fee is owed and due for each full and partial calendar year that the Custodial Account is open. If not prepaid, the Custodian will deduct the fee from funds in the Custodial Account on the payment due date or immediately after receiving instructions to close the Custodial Account. This fee increase will be implemented no later than September 1, 2016 (“Implementation Date”).