Beginning August 20, 2022 - Ultimus Fund Solutions will be the Transfer Agent for the Weitz Mutual Funds, providing shareholder record keeping and service.

 

Concurrent with our transfer to Ultimus, Weitz online account access will also transition to a new portal: uTRANSACT, a state-of-the-art investor portal that delivers an industry-leading experience.

For more information, take a sneak peek at the uTRANSACT portal (video) or review the information provided below. 

HubSpot Video

Ultimus Fund Solutions - uTRANSACT investor portal preview

FREQUENTLY ASKED QUESTIONS

Who is Ultimus Fund Solutions?

Ultimus is one of the largest independent fund administration providers in the U.S. They are headquartered in Cincinnati, OH, with a transfer agent presence in Omaha, NE. Most important to us, Ultimus is a company that, like Weitz, employs a partnership-driven boutique approach to client service.

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 do I contact with questions regarding my account?
PHONE/FAX NUMBER

Phone: 888-859-0698

Fax: 402-963-9094

(available Monday-Friday 8:00 a.m. to 4:30 p.m. CST, excluding market holidays)

EMAIL
clientservices@weitzinvestments.com

 

NEW ADDRESS FOR MAILING CHECKS AND DOCUMENTS

Regular Mail Overnight Mail
Weitz Mutual Funds Weitz Funds
P.O. Box 541150

4221 North 203rd Street, #100

Omaha, NE 68154 Elkhorn, NE 68022
Will I still be able to speak with Weitz representative? To ensure prompt response times, both Weitz representatives and Ultimus representatives will respond to shareholder inquiries. However, you may request to speak with, or leave a message for, a Weitz representative at any time.
Will I still be able to meet with a Weitz representative in person? Yes. To schedule an in-person appointment with a Weitz representative, please contact us at (888) 859-0698. The Weitz offices remain at One Pacific Place, 1125 South 103rd Street, Suite 200, Omaha, Nebraska 68124.
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 Ultimus. 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.

Please note: For your security, any time you add new bank information to your account, there will be a 15-day hold period before executing any transactions. As such, we recommend adding bank information so that it’s available when you need it. To add or update bank information or to arrange for a wire transfer (wire purchase instructions will change) to Weitz Funds, please call (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.

If you have multiple accounts you may notice a difference in the way your account statements are packaged. To reduce the number of envelopes mailed to a single address, we package quarterly statements in a single envelope based on the account's primary Tax ID and mailing address. We are unable package together account statements that do not have the same primary Tax ID. [For example, if two individuals living in the same household each have an individual account (SSN#1 and SSN#2) and also have a joint account with SSN#1 as the primary owner and SSN#2 as the secondary owner, two separate quarterly statement envelopes will be delivered—one containing an individual account and the joint account statement (SSN#1) and one for the other individual account (SSN#2).]
Can I still access my account online? Yes. You will access your account through a new online portal (uTRANSACT) 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. 

Here are just a few things you can expect with uTRANSACT:

  • Accessible from your mobile device
  • Option to “remember my user name” on log in page
  • Password “eye” available for many data entries (including authentication code)
  • Ability to retrieve your user name or reset your password
  • Review your account holdings, balances and transactions
  • Review and update bank information and other account options
  • Set up individual or systematic transactions
  • Review your portfolio's individual rate of return
  • Access your required minimum distribution (RMD) for Traditional IRA accounts
  • Paperless document delivery options
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 an "authentication code" that can be used when logging into the site. You can receive a code via text, email or call back. 
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