How can I invest in Nationwide mutual funds?
There are three ways to buy Nationwide mutual funds:
- Ask your investment professional
- Call Shareholder Services at 1-800-848-0920
- Download the summary prospectus and/or the prospectus for the fund you want, then complete the Account Application
Before purchasing a mutual fund, please read the summary prospectus carefully to learn about fees and expenses.
I want to invest on a periodic basis. Can I set up automatic investments?
Yes, you can set up automatic deposits from your checking or savings account into your new or existing mutual fund account. To get started, complete the Automatic Asset Accumulation section of the Account Application for new accounts. Then attach a voided check or preprinted savings deposit slip. Each form has instructions for submission.
When you invest the same amount on a regular basis, you buy fewer shares when the market is up and more shares when the market is down. This may cut your average cost per share because you're buying fewer shares at a higher price and more shares at a lower price. This investment strategy is called dollar-cost averaging.
Keep in mind that dollar-cost averaging isn’t guaranteed to make you money or protect you from losing money in a fluctuating market.
What are the minimum investments for Nationwide mutual funds?
Automatic Asset Accumulation
Initial: No minimum
Minimum investment requirements do not apply to some purchases. Please see the mutual fund prospectus for details.
How can I check my mutual funds account balance?
Log in to your account.
Call Shareholder Services at 1-800-848-0920. The hours are 8 a.m. - 9 p.m. ET weekdays.
Why should I register for online account access?
With online access to your account you can:
- View your account balance and transactions
- Trade funds
- View statements for the past 18 months
- Update your account information
- Enroll for email notifications that let you know when statements and other account documents are posted online
Keeping your account information safe is vitally important to us. That’s why we use Internet security technology and techniques such as user authentication, 128-bit encryption and secure servers.
How do I make changes to my account?
Complete and return the appropriate form or call Shareholder Services at 1-800-848-0920. The hours are 9 a.m. – 6 p.m. ET Monday – Thursday and 9 a.m. – 5 p.m. ET Friday.
Who should I contact if I have questions about my account?
Your investment professional knows you and your account better than anyone, so consider him or her as your first resource for account questions.
Of course, Shareholder Services is always happy to help, too. They can be reached at 1-800-848-0920. Their hours are 9 a.m. – 6 p.m. ET Monday – Thursday and 9 a.m. – 5 p.m. ET Friday.
Investors should carefully consider a fund's (and, if applicable, each of its underlying funds) investment objectives, risks, fees, charges and expenses before investing any money. To obtain this and other information on Nationwide Funds®, please call 1-800-848-0920 to request a summary prospectus and/or a prospectus, or download a summary prospectus and/or a prospectus at nationwide.com/personal/investing/mutual-funds/. Please read it carefully before investing any money.
Retirement accounts, life insurance and annuities
How do I find an investment professional?
You can use our professional locator tool or call the Consumer Solutions Center at 1-888-543-3756.
Why didn't the professional locator find an investment professional in my area?
Professional locator looks for a professional within a maximum of 300 miles of your location. Our network of financial professionals is growing, but if there isn't currently a professional in your area, we can help you find someone to work with over the phone or a little farther from your home. Call us at 1-888-543-3756 for help.
Should I use professional locator if I already work with an investment professional?
Since you’re already working with an investment professional, that person knows your needs the best. The conversations you’ve had provide the background needed to make good recommendations. Consider calling your investment professional to talk about which Nationwide products or services might be right for you.
I currently own a Nationwide product. Why don't I see my investment professional on the list?
Nationwide offers financial products through thousands of different companies including independent brokers, banks, investment firms and Nationwide agents. The professional locator only returns results for Nationwide agents who are licensed to offer a complete range of financial products.
Why should I work with an investment professional?
An investment professional will:
- Take the time to understand your goals
- Recommend investments that fit your needs
- Analyze how changing economic and personal situations affect you
- Deliver timely financial information
How do I take a withdrawal from my annuity or life insurance policy?
Please call us at 1-888-867-5175. We'll help you with the paperwork and tell you about early withdrawal penalties that may apply. Keep in mind that if you take withdrawals before you're 59½, you may have to pay a 10% tax penalty in addition to ordinary income taxes.
Early withdrawals may be subject to ordinary income taxes. They may trigger early surrender charges and reduce your death benefit and cash value. Keeping your account secure is one of our top priorities, so we'll ask a few questions to confirm your identity before making any changes. Also, we won't ever ask for or provide contract information by email.
How do I log in to my Nationwide annuity or life insurance account?
- Select Log In or Sign Up in the green box in the upper right corner of our home page.
- Select your account type from the dropdown list and enter your username and password.
- If you’ve forgotten your password, just call us at 1-888-867-5175. Keeping your account secure is one of our top priorities, so we can't process this type of request through email. Also, we won't ever ask for or provide contract information by email.
- If you haven't already set up account access, sign up.
How can I roll over a retirement account with my previous employer into an account with Nationwide?
Your employer or third party administrator can help you with information regarding rolling over your pension account.
All retirement plans are different, so it's best to ask your employer or your plan's administrator. They can help you determine if your plan accepts rollovers and will help you with the paperwork.
How can I find the units and value of the units I own through my employer-sponsored retirement plan?
To see the previous day's unit values, access your account through nationwide.com, log in and select the Balance Detail tab. To view unit values for a different day, click the Explore Funds tab and then Unit Values.
Are there penalties or fees for participating in an employer-sponsored retirement plan?
Penalties and fees differ from retirement plan to retirement plan. To find out what they are for your plan, call your employer or your plan's administrator. If you're not sure who to contact, call us at 1-888-867-5175, option 1, and we'll help you figure it out.
Where can I find ticker symbols for the funds in my employer-sponsored retirement plan account?
The symbols may have been included in the Fund Performance Summaries in your plan's enrollment materials. You may also call us at 1-888-867-5175, option 1.
Does Nationwide take processing fees for transactions made through the web or voice response unit?
We don't take processing fees for transactions of variable investment options made online or through the voice response unit. If you have money in one of the fixed investment options, certain Market Value Adjustments (MVAs) and other restrictions may apply.
For more information about fees, please contact your employer, your plan's administrator or call us at 1-888-867-5175, option 1.
Privacy and security
How does Nationwide protect my privacy and my personal information?
Read our privacy statement to find out how we collect, use, share and protect your information.