Shareholder Services: Royce Funds

Manage Account

Open Account

The Royce Funds Account Access

If you own shares directly with Royce, Account Access allows you to manage your accounts and open new accounts online.

Purchase, Exchange or Redeem Shares
Sign up for eDelivery of statements, financial reports and tax forms
Add or Update an Automatic Investment Plan

Forms & Literature

New Account Forms
Visit our Open Account page

Print and mail the appropriate document to:

U.S. Postal Service
The Royce Funds
c/o BFDS-Midwest
P.O. Box 219012
Kansas City, MO 64121-6012
800-221-4268

Registered or Overnight Mail
The Royce Funds
c/o BFDS-Midwest
330 West 9th Street, 4th floor
Kansas City, MO 64105
800-221-4268

You must use a unique Username to login, instead of your Social Security Number or TIN.

Existing Shareholders: Create Username

If you do not have a Username, you may create one now using your Social Security Number/TIN and your Account Number.

Administrative Documents	Use this document to:
Shareholder Services Guide	Learn more about the services available for direct shareholders and important policy information regarding Royce Fund accounts. If you purchase Fund shares through a third-party intermediary, policies and procedures may differ from those described in this Shareholder Guide.
Retirement Account Distribution Request Form	Request a distribution from your account
Retirement Account Designation of Beneficiary Form	Name or change your existing account's beneficiary
IRA Transfer of Asset Form	Transfer assets currently held at another financial firm to a Royce Funds IRA account
Coverdell Education Savings Account Transfer of Assets Form	Transfer assets currently held at another financial firm to a Royce Funds Coverdell Education Savings account

If you are a new Royce shareholder, you can open a new account here.

If you have questions about your Royce Funds account or need help with login and password problems, please contact Shareholder Services at 800-841-1180, Monday through Friday, 9 AM - 6 PM (ET). Or send us an e-mail. Please be advised that financial transactions cannot be handled by e-mail. Please be advised that financial transactions cannot be handled by e-mail.

As a direct shareholder of our open-end funds, you can sign-up for eDelivery of:

Semiannual Account Statements
Transaction Confirmation Statements
Prospectuses, Annual and Semiannual Reports, our RWord shareholder newsletter (IRA fee waiver applies)
Annual Tax Forms 1099 and 5498

Obtain daily price and performance information on all Royce Funds.

Legg Mason Investor Services, LLC, is a subsidiary of Legg Mason, Inc.