Online Self Service
Account self-service capabilities are available for Connect online portal users. They include:
- Account contact record updates
- Managing account contact permissions
- Managing ACH and wire instructions
These capabilities can be found by logging into Connect. From there, self-service options can be found under the "Organizational Settings" tab on your dashboard.
For questions about the Connect online portal or to get your portal set up, contact CSGEast@pfmam.com. Self-service capabilities are not currently available for all facets of account management.
Forms & Documents
Click on the links below to access important documents. Forms below can be viewed, edited, and printed. If you are a new participant, please visit the How to Get Started page for instructions on how to open your account.
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Forms |
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Participant Resolution |
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New Participant Application |
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Account Application |
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Participant to Participant Transfer Setup |
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Contact Record |
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Dividend Request |
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Permissions |
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Transaction Request |
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Close Account Request |
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W-9 Form |
Forms
Participant Resolution
Forms
New Participant Application
Forms
Account Application
Forms
Participant to Participant Transfer Setup
Forms
Contact Record
Forms
Dividend Request
Forms
Permissions
Forms
Transaction Request
Forms
Close Account Request
Forms
W-9 Form
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Documents |
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EPIC Fund NY Information Statement |
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Municipal Cooperation Agreement |
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Fact Sheet |
Documents
EPIC Fund NY Information Statement
Documents
Municipal Cooperation Agreement
Documents
Fact Sheet
Contact Us
This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Participants should consider the North Carolina Investment Pool’s (“NCIP” or the “Pool”) investment objectives, risks, charges, and expenses before investing in the Pool. This and other information about the Pool is available in the Pool's current Information Statement, which should be read carefully before investing. A copy of the Pool's Information Statement may be available by calling 1-833-736-NCIP (1-833-736-6247) or is available on the Pool's website at www.investncip.com. While the NCIP Liquid Portfolio seeks to maintain a stable net asset value of $1.00 per share, and the NCIP Term Portfolio seeks to achieve a net asset value of $1.00 per share at its stated maturity, it is possible to lose money investing in the Pool. An investment in the Pool is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Pool are distributed by U.S. Bancorp Investments, Inc., member FINRA (www.finra.org) and SIPC (www.sipc.org). PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc., which serves as administrator and investment adviser to the Pool. U.S. Bancorp Asset Management, Inc. is a direct subsidiary of U.S. Bank N.A. and an indirect subsidiary of U.S. Bancorp. U.S. Bancorp Investments, Inc. is a subsidiary of U.S. Bancorp and affiliate of U.S. Bank N.A.