| Mutual Fund Shareholders |
Go to Mutual Fund Account Access
 Log In |
Download Recent Transactions into Personal Financial Software
Please have your account number and password handy to proceed.
- When you are ready to proceed, select the purple button "Access My Account" at the bottom of the page.
- Enter your Social Security Number / TIN and Password as requested and click the purple button "View Account".
- On the Account Portfolio page, click on the fund you want to download.
- You will be taken to the Account Position page. Click on the purple button "View History/Download Data".
- Next, click on the purple button "Download Data".
- Select the file format for your financial software package and date range you wish to download. Click the purple button "Continue".
- The information displayed will be downloaded into your software. If the range of information is accurate, click on the purple button "Download Now".
- Select the disk or folder on your computer where you wish to save the data.
- Following the instructions provided by your financial software package, import the downloaded data into your program.
Should you have any questions, please contact Calamos Client Services by phone at 800-582-6959 (Monday-Friday, 8:00 a.m. to 6:00 p.m. central time).