Exchange Your Shares

You may exchange shares of one AARP Fund for shares of any other AARP Fund via the Automated Voice Recognition system by calling 1-800-958-6457 at any time. Trades placed after the close of regular session trading on the New York Stock Exchange, usually 4:00 pm ET, are deemed received on the next business day.

If you own shares of an AARP Fund, you may exchange shares of that Fund for shares of any other AARP Fund at no charge.

In an exchange, you are actually selling shares in one fund and buying shares in another, so there may be a capital gain or loss that affects your taxes, unless you are making the exchange within a tax-advantaged account, such as an IRA or Coverdell Savings Account.

AARP Financial Inc. does not provide tax advice. Please consult a tax advisor for information pertaining to your particular situation.

To exchange shares on-line

Click to log in to your account, and follow the directions. Process your exchange and confirm your transaction.

To exchange shares by telephone

To use our 24-hour automated response system, call 1-800-958-6457, log into your account, and proceed as instructed.

You can also call Shareholder Services at 1-800-958-6457 and ask to make an exchange. Give the name of the account owner, tax identification number, account numbers, and the amount you want to exchange, noted either as a number of shares or a dollar amount.

Conditions for exchanging shares

The name of the account owner and tax identification number must be the same on the two accounts.
There must be at least 24 hours between exchanges.

The mutual funds described in this site are sold only to U.S. residents.

An Investment in the Funds involves risk, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of the AARP Funds carefully before investing. The prospectus contains this and other important information about the Funds. To get a prospectus containing this and other information, click here (PDF) or call 1-866-218-6142. Read it carefully before you invest.

While AARP has licensed the use of its name to AARP Funds and endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is an investment adviser and a subsidiary of AARP.

The Financial Advisors are registered representatives of ALPS Distributors, Inc., a registered broker-dealer, and as investment adviser representatives of AARP Financial Inc., an investment adviser. AARP Financial Inc. offers investment advisory services and is not affiliated with ALPS Distributors, Inc.

AARP Funds are distributed by ALPS Distributors, Inc.