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New York Life Investments provides a broad range of investment products, styles and solutions designed to serve the unique needs and goals of today’s investors and investment professionals.
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Important: Annual $17/$20 Custodial Fee
MainStay Shareholders who own an Individual Retirement Account (IRA), 403(b)(7), or Coverdell Education Savings Account (CESA) are required to pay an annual custodial fee of $17 by early December. Shareholders whose only type of custodial account is a SIMPLE IRA are required to pay an annual custodial fee of $20. Please note that this fee only applies to accounts with New York Life Trust Company as custodian and does not apply to custodial accounts that have a combined balance over $50,000. Please make the check payable to “New York Life Trust Company” and mail to:
MainStay Funds
PO Box 219003
Kansas City, MO 64121-9000
Small Account Fee Reminder
MainStay Funds imposes a small account fee on each fund account maintained by an investor with a balance of less than $1,000 ($5,000 for Class A Share Accounts). Exemptions apply—please call 800-624-6782 to find out if your account is affected. The annual fee of $20 is assessed as $10 semi-annually in March and September. To avoid the small account fee, consider establishing an AutoInvest feature on your account or exchange small account balances of multiple funds into a single fund.
Tax Center
When it comes t
o i
nvesting, taxes and tax-related issues are never far. We can help.
Literature
Our library includes forms and applications, proxy information, fund documents and more.
Dividend Schedule
Some MainStay Funds are scheduled to pay dividends in the current calendar year.