Welcome to Online Account Access for Davis Funds shareholders!

Existing Users: First Time Users:

If you have previously established your PIN, access your account by using the button below.

Access Account

Please read through all of the following sections to verify that you have everything you need to begin accessing your Davis Funds account online! When you have read through this page, click on the "New Users" button on the bottom of this page to continue.


 Most shareholders will be able to process the following transactions:

  • View Fund Share and Dollar Balances

  • Purchase shares into an existing account (requires banking instructions)

  • View History Transactions

  • Redeem shares via check to the address of record

  • View Dealer Information

  • Redeem shares to your bank account of record
  • View Previous Year Tax Summary

  • Exchange shares between existing accounts with the same registration

  • Order a Previous Year Duplicate Tax Form

  • Change the Address of Record

  • Order a Year-to-Date Duplicate Account Statement

  • Order Checks (Davis Government Money Market A only)

1

How do I establish online access to my account?

  • Verify that your web browser uses 128-bit Secure Socket Layer (SSL) encryption (more information below).
  • Make sure you have your account number and social security number handy. You will also need the name of the Davis Fund(s) in which you invest. This information is found on your most recent statement.
  • Read and agree to the "Terms and Conditions" each time before you sign in to your online access.
  • If you are a first-time user, you will need to create your PIN, or Personal Identification Number on the Account Selection screen. Each time you log onto the Account Access system you will need to enter the PIN you created. Do not provide your PIN to anyone.
  • Once you establish your PIN, you will have immediate access to your Davis Funds accounts. You may use your fund name, account number, social security number, and PIN to access your account online. You may change your PIN at any time.

What software do I need to securely access my account online?

In order to access your account online, your web browser must support 128-bit SSL encryption. The latest versions of Internet Explorer, Firefox, and Safari support 128-bit SSL encryption. We recommend that you update your browser to the most current version available and apply all available updates. If you are unsure of your browser's SSL support or experience difficulty installing or updating a browser, contact the browser's manufacturer.

How secure are online transactions?

The Davis Funds online account access system employs advanced security technology to ensure secure connection to your account. Access attempts from web browsers which do not support 128-bit SSL encryption will be refused by our systems.

As an additional security measure, a confirmation letter will be mailed to the address on record in 5-7 business days from the date you established your Personal Identification Number (PIN). For security reasons, our system permits three attempts to enter your PIN. If you incorrectly enter your PIN three times, the system will suspend your PIN.

What if I have a question or problem?

  • If you forget or disable your PIN, you may contact our customer service department. A customer service representative will require that you provide additional security information before re-establishing your online access. For your security, Davis will send a confirmation letter to the address of record anytime you forget your PIN and wish to re-establish access.
  • If you have difficulty processing a transaction, an error message will instruct you to re-process the transaction or correct certain information. If you encounter additional problems, you may contact our customer service department. Please note the error number you receive and provide that information to customer service when you call. Each of our customer service representatives is trained to assist you with your online access.
  • If for any reason, you wish to discontinue or prevent online access to your account, you may contact the customer service department. A customer service representative will suspend your online access until further notice. If you wish to re-establish access after this request, you will need to provide a letter of instruction signed by all account owners and verified with a medallion guarantee.

How do I contact Davis Funds Customer Service?

  • Telephone: You may contact our customer service department during NYSE business days between the hours of 9:00 am and 6:00 pm Eastern Time, 6:00 am and 3:00 pm Pacific Time.
  • Mail: You may provide written instructions to our service agent at:

    Davis Funds
    P.O. Box 8406
    Boston, MA 02266-8406

    or by courier at:

    Davis Funds
    30 Dan Road
    Canton, MA 02021


For more information about the Davis Funds, including sales charges and expenses, see the prospectus(es). Please read the prospectus(es) carefully before you invest. Davis Distributors, LLC, is the distributor of the Davis Funds.































   SITE MAP