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Eaton Vance Customer FAQ

Top Answers & How-to Guides

What is Eaton Vance's Phone Number?

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

Can I invest in Eaton Vance funds through a retirement account?

Investors can generally invest in Eaton Vance funds via retirement accounts like IRAs and 401(k) plans. It is important to...

Can I transfer my existing investments to Eaton Vance?

Transferring investments to Eaton Vance is usually feasible, but it depends on the types of accounts involved. The transfer...
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Investment Products

What investment products does Eaton Vance offer?

Eaton Vance provides a variety of investment products including mutual funds, closed-end funds, and exchange-traded funds...
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Can I invest in Eaton Vance funds through a retirement account?

Investors can generally invest in Eaton Vance funds via retirement accounts like IRAs and 401(k) plans. It is important to...
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What is the minimum investment amount for Eaton Vance funds?

The minimum investment for Eaton Vance funds depends on the fund and account type, typically ranging from one thousand to five...
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Are there any penalties for early withdrawal from Eaton Vance funds?

Eaton Vance funds generally do not have penalties for early withdrawals like retirement accounts do, but some funds might have...
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What types of accounts can I open with Eaton Vance?

Eaton Vance provides a range of account options including individual brokerage accounts, IRAs (traditional and Roth), joint...
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Fees and Reports

How often are Eaton Vance funds performance reports updated?

Eaton Vance funds' performance reports are routinely updated, typically on a monthly or quarterly basis, although some funds...
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What is Eaton Vance's fee structure?

Eaton Vance's fees depend on the investment products and can vary significantly. Management fees are a percentage of assets...
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Account Management

Can I transfer my existing investments to Eaton Vance?

Transferring investments to Eaton Vance is usually feasible, but it depends on the types of accounts involved. The transfer...
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How can I access my investment account online?

To access your Eaton Vance investment account online, visit eatonvance.com and look for the account login section. You may need...
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Investment Advice and Resources

What investment tools and resources does Eaton Vance provide?

Eaton Vance provides an array of investment tools like mutual funds, closed-end funds, and exchange-traded products to support...
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Does Eaton Vance offer any educational materials for investors?

Eaton Vance offers a range of educational resources, including articles, webinars, and guides, to help investors understand...
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What strategies does Eaton Vance use for investing?

Eaton Vance utilizes various strategies for investment, including value investing to identify undervalued securities, income...
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Can I get personalized investment advice from Eaton Vance?

Eaton Vance does not directly offer personalized investment advice to individuals but provides various investment products for...
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