Note: As of 3/22, Weitz has a new online account portal. If you have not yet done so you will be required to re-register (your previous login will not carry over to the new portal). For more information, see our site tutorial and FAQs provided here.

Login tutorial and walkthrough v2

Take a tour of the new Weitz Shareholder Account Access Portal.

FIS Investor Services is now the Transfer Agent for the Weitz Mutual Funds, providing shareholder record keeping and service.

FREQUENTLY ASKED QUESTIONS

Who is FIS Investor Services? FIS Investor Services LLC is part of Fidelity National Information Services (NYSE: FIS). FIS is a global provider of software and payments services to commercial and investment banks, asset managers and merchants. The company has a long history of serving financial institutions.
What is a transfer agent? A mutual fund transfer agent is an institution that maintains records of shareholder accounts, calculate and disburse dividends, and prepare and mail shareholder account statements, federal income tax information, and other shareholder notices. The transfer agent also provides customer service representatives that answer phone calls or respond to email inquiries concerning investor accounts. The transfer agent must be registered and meet the legal requirements set forth by the Investment Company Act of 1940 and the Securities and Exchange Commission.
Who was previously the transfer agent to the Weitz Funds? A fund's transfer agent may be a third-party company that only handles transfer agent duties or an in-house subsidiary of the mutual fund company. Previously Weitz Inc. was the transfer agent to the Weitz Funds. Weitz Inc. contracted with SS&C Technologies, Inc. (formerly DST Asset Manager Solutions, Inc.) to serve as the fund’s sub-transfer agent. In this manner, Weitz Inc. provided shareholder servicing using a technology platform provided by the sub-transfer agent.
Why did the Weitz Funds change transfer agents? More than 90% of mutual fund providers use a third-party transfer agent. After careful consideration, we determined that moving to a third-party transfer agent was in the Weitz Funds shareholder's best interest. Doing so allows us to focus on our core competency—investment management—while leveraging a leading provider of technology and shareholder services at a reasonable cost.
Is Weitz Investment Management being sold to FIS? No. Weitz Investment Management will continue to be independently owned by the Weitz family and employees.
Who do I contact with questions regarding my account?

As transfer agent, FIS will provide service for your Weitz Fund accounts (Weitz Shareholder Services). Our client services team remains at Weitz offices in Omaha (Weitz Client Service) and will continue to support Weitz Funds shareholders.


NEW PHONE/FAX NUMBER

Phone: 888-859-0698

(available Monday-Friday 8:00 a.m. to 6:00 p.m. EST, excluding market holidays)


NEW ADDRESS FOR MAILING CHECKS AND DOCUMENTS
Regular Mail Overnight Mail
Weitz Mutual Funds Weitz Mutual Funds
P.O. Box 182785 4249 Easton Way, Ste. 400
Columbus, OH 43219 Columbus, OH 43219
Is Weitz still located in Omaha? Why do we send documents to an Ohio address? The Weitz Investment Management offices remain in Omaha, NE. FIS, the fund's transfer agent, is located in Columbus, OH. The mailing address for account-related documents and checks is in Columbus, OH (this was formerly in Kansas City, MO, where SS&C is located).
Are your office hours changing? Weitz Shareholder Services call center (staffed by FIS employees) will be available from 7:00 a.m. to 5:00 p.m. CST. The Weitz client services team in Omaha will continue to be available from 8:00 a.m. to 4:30 p.m. CST.
Will my account number change? No, there will be no change to your account number(s).
Will I have to set up my banking instructions again? If you already have established bank instructions for electronic funds transfer (including ACH purchases and redemptions, as well as wire redemptions) on file, they will transfer to FIS. Note that previous wire purchase instructions will no longer apply as Weitz’s bank instructions has changed. To add bank information or arrange for a wire purchase, please contact 888-859-0698.
Will I still receive the same quarterly statement(s)? Quarterly statements and confirmations will change but will continue to provide the same information regarding your mutual fund accounts. You may notice a difference in how your accounts are grouped in your statements, which may result in receiving a separate envelope for each account where you may have previously received multiple accounts in one envelope. Account grouping information does not automatically move over in our conversion process, but we will be working to reestablish groupings to reduce mail volume.
Can I still access my account online? Yes. You will access your account through a new online portal available via www.weitzinvestments.com by selecting Investor Login. Because this is a new portal for the Weitz Funds shareholders, you will be required to register — your previous login will not carry over to the new portal. To register, you will need to provide the following information: account number, SSN/TIN, email address and zip code. Note that this portal requires two-factor authentication, which will require a mobile device to receive a PIN by either text or an authentication app. Click here for a brief tutorial of the Weitz Shareholder Account Access portal
What internet browsers are supported? On Windows and Android devices, Google Chrome and Microsoft Edge are supported. Firefox and Internet Explorer are not supported.  On Apple devices, Google Chrome and Safari are supported.
Can I access the online system from a mobile device? Yes, you can log in from a mobile device. We recommend using a desktop computer or a larger format device (e.g., iPad) for the best experience. At this time, the site is not optimized for mobile experience – particularly, small format (e.g., smartphone). We anticipate upgrading the site to offer a mobile-friendly experience in the near future.
I’ve logged in from my mobile device, but the site is difficult to navigate (doesn’t resize – must scroll/drag right-left/up-down).  Are there plans to improve it? At this time, the site is not optimized for mobile experience – particularly, small format (e.g., smartphone). We recommend using a desktop computer or a larger format (e.g., iPad) device for the best experience. We anticipate upgrading the site to offer a mobile-friendly experience in the near future.
What is two-factor authentication? The account access portal requires two-factor authentication. Two-factor authentication is an extra layer of security used to ensure that people trying to gain access to an online account are who they say they are. First, a user will enter their username and a password. Then, instead of immediately gaining access, they will be required to provide another piece of information. For our portal, you will establish how you wish to receive a PIN that can be used when logging into the site. You can receive a PIN via text or through an authentication app. An authentication app can be used on Android or iPhone mobile devices or on an Apple PC (authentication apps are not available for Windows PC). The system will not allow a PIN to be sent to an email address.
Can I receive a PIN via email if I do not want to provide my mobile phone number? No, the system will not allow a PIN to be sent to an email address. However, you can receive a PIN using an authentication app which will not require your mobile phone number. An authentication app can be used on Android or iPhone mobile devices or on an Apple PC (authentication apps are not available for Windows PC).
Will I have to do all transactions online? No, although you have the option to process transactions online, you will still be able to request most transactions via phone by calling 888-859-0698.
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