New Mutual Fund Account Functionality Ability to download a PDF version of your account statement(s) directly to your PC. Ability to download a PDF version of your tax form(s) directly to your PC. Ability to Change your Login ID to a Non-SSN ID, such as an email address, to help protect your privacy. New Managed Account Functionality Ability to download a PDF version of your account statement(s) directly to your PC. Ability to download a PDF version of your tax form(s) directly to your PC. Ability to have a PDF version of your monthly/quarterly report package delivered to you electronically vs. thru the mail. Ability to Change your Login ID to a Non-SSN ID, such as an email address, to help protect your privacy.