Open an Account
Open an Account
To establish membership and open a Master Account for MOSIP your entity should first review the Program's Information Statement before investing in the Program.
Please click on the above link or the Forms & Documents link to obtain the required documents.
Mandatory Documentation
- Resolution/Ordinance
- New Investor Application
- Account Application
- Permissions Form
- Contact Record Form
- IRS Form W-9
- Intergovernmental Cooperation Agreement (executed last page)
Additional Documentation
- Investment Advisory Account Application
Online Account Access
The MOSIP Program offers its investors access to their accounts on the Internet. To access your MOSIP account online, complete a Contact Record Form for each user; you may designate any number of users and may restrict user access as needed. A user ID and temporary password will be sent to each user's email address within 2 business days. Please keep in mind that for security purposes we are unable to establish a Connect login until the original signed New Investor Application is on file.
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IMPORTANT MESSAGE: Columbus Day/Indigenous Peoples Day holiday
IMPORTANT MESSAGE: Due to the Columbus Day/Indigenous Peoples Day holiday, the Fund will be closed on Monday, October 14, 2024.
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Updated Information Statement Available
An updated Information Statement, dated October 1, 2024, is now available for review. Please click here to access the document. If you have any questions, please email CSGMWW@pfmam.com.
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Alert: Technical Issue
Due to a technical issue, the publication of monthly statements for fixed income separately managed accounts will be delayed. We are working to resolve this issue as soon as possible.
We apologize for any inconvenience. Should you have questions or require assistance, please contact your Relationship Manager or the Client Services Group.
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