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.
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
(available Monday-Friday 8:00 a.m. to 6:00 p.m. EST, excluding market holidays)
NEW ADDRESS FOR MAILING CHECKS AND DOCUMENTS