How to Invest
How to Invest
To invest in MSDLAF+, complete the following steps:
- Carefully review the Information Statement.
- Download and complete the New Investor Application form (available in our Forms and Documents section) and have it signed by the appropriate individuals.
- Complete a W-9 form (available in our Forms and Documents section) to open the initial account with MSDLAF+.
- Resolution: Adopt a resolution to join MSDLAF+. To download a Sample Resolution that has been used as a model by most Investors, see the Forms and Documents section.
- Send the completed documents (New Investor Application form, W-9 form, and Resolution) to MSDLAF+ either by fax to (888) 535-0120 or mail to P.O. Box 11760, Harrisburg, PA 17108-1760.
You should review the Information Statement (including any Supplements) and Declaration of Trust before investing. For more information, see our FAQs section.
Individually Managed Portfolios
Investors may also open an individually managed portfolio through a separate agreement with MSDLAF+’s Investment Adviser. The Individual Account Investment Advisory Agreement is available upon request by calling MSDLAF+’s Investment Adviser, PFMAM, at 1-888-4-MSDLAF or 1-717-724-4997. With an individually managed portfolio, the Investment Adviser will purchase investments tailored to meet the school district's liquidity needs or specific draw schedule. Investment purchases are governed by the school district’s investment policy or bond documents.
Important announcement from your program’s investment advisor.
PFM announces agreement to sell PFM Asset Management LLC to U.S. Bancorp Asset Management. Click here for more information.
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Account Access and Sign In Button – Domain Name Change
We are transitioning the Account Access (EON) page and this website’s Sign In button domain name from am-auth.pfm.com to am-auth.pfmam.com effective October 23, 2021.
Should you encounter any issues accessing this new site, please inform your IT professionals to allow access to the new domain name *.pfmam.com to ensure that you can continue to visit Account Access (EON) and Sign In to password-protected areas of this website.
If you have any questions, please reach out to our MSDLAF+ team at email@example.com or call 888.467.3523 Option 2.