Oppenheimer Funds Customer Service

Phone Number & Contact Info

Oppenheimer Funds's Best Phone Number

800-225-5677
Toll-free·Calls Customer Service·Most popular Oppenheimer Funds number·We talk to customer service for you·Skip the wait on hold·Call now
Q:

How do I talk to a live human at Oppenheimer Funds?

A:Press 3. You can also use our free service that can talk to Oppenheimer Funds for you and report back.
Q:

Does Oppenheimer Funds offer 24 hour customer service?

A:Not at this number; hours here are Mon-Fri 8am-8pm EST. The least busy day is Friday, and the most busy day is Monday. If the call center is closed, you can schedule a call.
Q:

How long will I wait on hold?

A:The average hold time is 4 minutes. The longest hold times are on Friday, and the shortest are on Tuesday. You can skip the hold time for free.

Oppenheimer Funds Customer Phone Numbers

Invesco Oppenheimer Customer Service

800-835-7305
Toll-free · Mon-Fri 8am-8pm EST · Press 3 · · Free tools available: Talk for me, Skip the wait, Schedule my call

How do I get through the phone menu to a live person?

Consider using our free service that calls and talks to customer service for you, then sends you a report. Or use our free service that waits on hold and tells you when a human rep is on the line. But if those options don't appeal to you, our team has also documented the phone menu for Oppenheimer Funds below.

Let us call and talk to Oppenheimer Funds for you

Our AI powered phone can dial, navigate the phone menu, wait on hold, and even talk to customer service for you, for free. You don't even need to learn about the path through the various phone options.

We can get a live person on the line for you

That same, free GetHuman Phone can call and navigate the menus and wait on hold for you, but you can opt to do all the talking. We notify you when a rep is on the line and ready to talk, so no need to worry about changing menu options and weaving your way through the maze.
Of course, we completely understand if you prefer to do all the dialing, waiting, and talking yourself. All of these free tools are optional.
GetHuman researchers routinely call this Oppenheimer Funds phone number to document the phone system.
Here is our latest tip for weaving through the phone menu to get to a real person the fastest: Press 3
Below are some clips we've found from Oppenheimer Funds's phone menus and tips that help give an idea of what you will encounter when you call. We've highlighted why they are important as well:

They may ask your reason for calling (instead of a menu)

"Thank you for calling Invesco. For quality assurance purposes, your call may be recorded.
We are Thank you for calling MASCO.
My name is Megan. How can I help you today?"
Excerpt from a call with Oppenheimer Funds
Thursday, June 13, 2024 4:27 PM

What are the hours and when should I call?

Oppenheimer Funds operates the call center for this 800-225-5677 phone number Mon-Fri 8am-8pm ET. The short answer is that you should call on a Friday. This observation and the following section are based on analysis of a sample set of 240 calls made in the last 90 days using our free, web-based phone (see above).

Automatically call when they open

When you use our free AI-powered phone to call and talk, wait on hold, or navigate for you, it will automatically wait until the Oppenheimer Funds call center opens before trying to call. It will ask your permission before it places the call, so you can also further delay that scheduled call until you are ready. But that means you can "set it and forget it" ahead of time.
An important note: busy times vs hold times vs best time to call
When we refer to busy or less busy times, we are talking about the volume of calls. The busiest times are when the most people are calling this Oppenheimer Funds phone number (least busy times have fewer people calling). This high call volume does not necessarily mean that you will have a long hold time when you call. Companies like Oppenheimer Funds staff their call centers differently based on the time of day and day of the week, so you may experience a shorter wait on hold at the busiest of times. When we refer to the best time to call, we are referring to the optimal combination of lower call volume and shorter wait times.

The least busy time to call

The least busy day to call Oppenheimer Funds is Friday. The most busy day to call is Monday. Again, this is based on a sample of 240 calls made with our AI-powered, web-based phone in the last 90 days.

The shortest wait on hold

We measured the shortest hold times to be on Tuesday. The longest wait in the queue on average occurs on Friday.
But if you use our free call and talk for me or wait on hold for me service, you don't really need to worry about average wait times.

The best time to call Oppenheimer Funds

In summation, the best day to call Oppenheimer Funds is Friday. This is not the day with the shortest wait on hold in the phone system, but we still recommend it for its ideal combination of low call volume and short hold times. Plus we believe that Oppenheimer Funds staffs the call center well on Friday.

Why Customers Call Oppenheimer Funds

If you have time to do a bit of reading before you call Oppenheimer Funds, we recommend you read over some of our problem-specific articles.

Can I transfer funds from another investment account to Oppenheimer Funds?

Yes, you can transfer funds from another investment account to Oppenheimer Funds. We offer a simple and straightforward process to facilitate the transfer. To initiate the transfer, you can contact our customer service team or work directly with your financial advisor. They will guide you through the necessary steps and provide the required paperwork. Whether you're transferring mutual funds, stocks, bonds, or other investments, we aim to make the process as seamless as possible. Transferring your investments to Oppenheimer Funds gives you access to our diverse range of investment strategies, experienced portfolio managers, and a wide array of investment options. Start exploring the possibilities today.

What are the fees associated with investing in Oppenheimer Funds?

The fees associated with investing in Oppenheimer Funds vary depending on the specific funds you choose and the share class you invest in. Generally, there are two types of fees: sales charges (also known as loads) and ongoing expenses. Sales charges are incurred when buying or selling shares and can be either front-end loaded (charged when buying shares) or back-end loaded (charged when selling shares). These charges range from 0% to 5.75% depending on the share class. Ongoing expenses, known as the expense ratio, cover the costs of managing and operating the fund. They typically range from 0.30% to 2.00% per year. It is important to review the prospectus or consult with a financial advisor to understand the specific fees associated with the funds you are interested in.

Are there any tax implications for investing in Oppenheimer Funds?

Yes, there are potential tax implications when investing in Oppenheimer Funds. As with any investment, investors may be subject to capital gains taxes when selling shares of the fund. Capital gains taxes are typically incurred when the fund's holdings are sold at a profit. Additionally, if the fund pays out dividends or interest income, investors may also be liable for taxes on these distributions. The tax implications vary depending on individual circumstances and can be influenced by factors such as the investor's tax bracket and the duration of the investment. It is advised to consult with a tax professional for personalized guidance on the specific tax implications of investing in Oppenheimer Funds.

Top Oppenheimer Funds customer service problems

Click the link above to get answers to just about any Oppenheimer Funds customer service question, including step by step guides for the most complex issues. You can also detail a new issue and get answers instantly.
Below is a sample of recent calls to Oppenheimer Funds, and their purpose. Are any of these similar to the reason you are trying to call?
Checking old investment accounts: "I found papers for Oppenheimer Funds in my mom's house and want to see if there is any money in these old accounts."
- From a call lasting 6m 29s , Jun 13, 2024 4:27 PM

More Oppenheimer Funds Customer Service Contacts

There are of course other ways to contact Oppenheimer Funds customer service besides the phone. Below we list the best ones, by medium.

Oppenheimer Funds Customer Help Desk / Web Support

retire.oppenheimerfunds.com - Customer Service
Online customer service support
As a last, sometimes only, resort- Oppenheimer Funds customer service can be accessed through their website. This can entail digging through help articles before finding a form and "being allowed" to submit a problem to their team, and rarely leads to a real-time conversation, which is why GetHuman does not recommend this unless it's the only way.

Conclusion and closing notes

This is Oppenheimer Funds's best phone number, the real-time current wait on hold and tools for skipping right through those phone lines to get right to a Oppenheimer Funds agent. This phone number is Oppenheimer Funds's best phone number because 1,440 customers like you used this contact information over the last 18 months and gave us feedback. Common problems addressed by the customer care unit that answers calls to 800-225-5677 include Get financial advice and other customer service issues. Rather than trying to call Oppenheimer Funds first, consider describing your issue first; from that we may be able to recommend an optimal way to contact them via phone or web. In total, Oppenheimer Funds has 2 phone numbers. It's not always clear what is the best way to talk to Oppenheimer Funds representatives, so we started compiling this information built from suggestions from the customer community. Please keep sharing your experiences so we can continue to improve this free resource.

GetHuman does not provide call center services or customer support operations for Oppenheimer Funds. The two organizations are not related. GetHuman builds free tools and shares information to help customers of companies like Oppenheimer Funds. For large companies that includes tools such as our GetHuman Phone, which allows you to call a company but skip the part where you wait on the line to get a live human rep. We continue to work on these tools to help customers like you (and ourselves!) navigate the messy phone menus, hold times, and confusion with customer service. As long as you keep sharing it with your friends and loved ones, we'll keep doing it.

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