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Calvert Investments Customer FAQ

Top Answers & How-to Guides

What is Calvert Investments's Phone Number?

The question we are asked most often is about how to talk to Calvert Investments customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

How can I access my account online?

To access an account online with Calvert Investments, visit their website, find the "Login" section, enter your username and...

Can I open an account for a minor?

Calvert Investments allows the establishment of custodial accounts for minors, enabling adults to manage investments until the...
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Recent Calvert Investments Customer Questions

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Account Management

How can I access my account online?

To access an account online with Calvert Investments, visit their website, find the "Login" section, enter your username and...
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Can I open an account for a minor?

Calvert Investments allows the establishment of custodial accounts for minors, enabling adults to manage investments until the...
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Can I transfer my existing investments to Calvert?

Investors can transfer existing investments to Calvert Investments, but the procedure varies depending on account types and...
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Are there any restrictions on withdrawals from my account?

Calvert Investments enforces specific withdrawal limitations depending on the investment type, like mutual funds or retirement...
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Is it possible to set up automatic contributions to my investment account?

Calvert Investments provides the option for automatic contributions to investment accounts, which enables regular deposits of a...
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Investment Options

What types of investments does Calvert offer?

Calvert Investments provides a variety of investment options, emphasizing sustainable and responsible strategies. Their...
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What is the minimum investment required?

Calvert Investments has various funds with differing minimum investment requirements, generally ranging from one thousand to...
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What fees are associated with investing with Calvert?

Calvert Investments charges various fees for their investment products, which are detailed in the fund's prospectus. These...
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What is the performance history of Calvert's investment funds?

Calvert Investments offers a wide range of funds with performance histories influenced by market conditions and specific...
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How does Calvert perform socially responsible investment screening?

Calvert Investments utilizes a thorough methodology for socially responsible investment screening, focusing on environmental,...
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Investment Guidance

Are there any tax benefits or considerations with Calvert investments?

Calvert Investments provides various mutual funds, some of which may offer tax benefits, such as tax-free income from municipal...
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How can I change my investment allocations?

To change investment allocations with Calvert Investments, investors can log into their accounts online for direct adjustments....
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What educational resources does Calvert offer for investors?

Calvert Investments provides a range of educational tools for investors, including guides, articles, research papers on...
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Can I view detailed reports on my investment performance?

Calvert Investments offers various tools through an account management portal for investors to review their performance....
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What happens if Calvert funds are underperforming?

When Calvert funds underperform, it is essential to understand that this can happen due to varying market conditions. Calvert...
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