Resources for financial professionals
In today’s financial environment, clients are often looking for investments that can help them reach their financial goals – while also making a difference.
With Praxis Mutual Funds, your clients can make investment decisions that go hand-in-hand with their values. Find out more about how you can leverage Praxis’ stewardship investing philosophy to meet your clients’ needs, through the Praxis Financial Professional Portal.
Shareholder account access
Online access to shareholder account information is not available through the Praxis Financial Professional Portal. Investment professionals may access Praxis Mutual Funds shareholder accounts online via DST Vision.
For immediate assistance, please call DST Vision Support at (800) 435-4112, Monday through Friday, from 7 a.m. to 5 p.m. Central Time.
To register for the Praxis Financial Professional Portal, please complete the following fields and submit this form.
Once completed and submitted, Praxis will confirm your information and provide your log-in instructions via email.
You should consider the fund's investment objectives, risks and charges and expenses carefully before you invest. The fund's prospectus or summary prospectus contains this and other information. Call (800) 977-2947 or visit praxismutualfunds.com for a prospectus or summary prospectus, which you should read carefully before you invest. Praxis Mutual Funds are advised by Everence Capital Management and distributed through FINRA member BHIL Distributors LLC. Investment products offered are not FDIC insured, may lose value, and have no bank guarantee.
This information is for broker-dealer use only. It may not be reproduced or shown to members of the public nor used orally or in written form as sales literature.