WELCOME
To Janus Henderson
Check out the steps below to set up for success.
1.
Have I downloaded the mobile app to monitor my account from my mobile device?
With the Janus Henderson Direct app, you can view your account summary, place trades and view electronic statements and tax forms on the go.
2.
Have I designated a beneficiary on my account?
Naming a beneficiary ensures the assets in your Janus Henderson account will be distributed to the individual(s) you intended. This beneficiary designation will supersede other instructions, including your will, and may allow for a probate-free direct transfer.
Add a Beneficiary to a Retirement Account Online
Add a Beneficiary to a Non-Retirement Account*
*Adding a beneficiary to a non-retirement account requires you to complete and return the Transfer on Death (TOD) beneficiary form
3.
Whenever I make a purchase or redemption, can money be directly withdrawn or deposited into my bank account?
Adding a bank to your account allows money to move electronically between your Janus Henderson account and the bank account of your choice. There’s no need to visit a bank or worry about a check getting lost in the mail.
4.
Do I prefer to receive documents by e-delivery rather than paper?
Sign up for e-delivery to have important documents – quarterly statements, confirmation statements, tax forms and others – sent to you electronically.
5.
Am I taking advantage of the Janus Henderson Bonus Program?
You can earn up to $2,500 when you roll over/transfer to a Janus Henderson IRA or make a purchase directly into a Janus Henderson account. To receive the maximum bonus, you must roll over/transfer or purchase at least $1 million; lesser amounts will receive a lower bonus. To learn more visit www.janushenderson.com/bonus.
Resources to help navigate your investment journey
Building a Sound Portfolio – retired
With the right personal goal-setting and education, you can easily gain confidence and begin your approach to investing.
How Mutual Funds Work – Retired
Learn why mutual funds are a good way to diversify your holdings for many investors.
How Do I Invest? – Retired
Five key steps to creating an investment strategy, starting with the basics.
Contact us at 800-385-2687
If you have questions about our products or your account, please call a Janus Henderson Account Set Up Specialist at 800-385-2687. Janus Henderson representatives are available to help you Monday through Friday, from 9:00 a.m. to 6:00 p.m. ET.