Important Legal Information


The information contained on this web site is for informational purposes only and is not intended as a solicitation nor does it constitute investment advice. Reference to any fund or asset class on this site is not a recommendation to buy, sell, or hold that fund or asset class. ICMA-RC, including its affiliates (together referred to as "ICMA-RC"), is not responsible for any investment action you may take as a result of information available on this web site or interpretation of this information.


The Account Access/EZLink web sites are normally available 24 hours a day, seven days a week. However, service availability is not guaranteed. Like other Internet-based services, the Account Access/EZLink web sites may be subject to external transmission problems that are beyond the control of ICMA-RC. Accordingly, ICMA-RC and its affiliates will not be responsible for any loss (or foregone gain) you may incur as a result of service being unavailable or delayed.


ICMA-RC will take all reasonable precautions to protect the privacy of your account information. However, ICMA-RC cannot guarantee that your data will not be subject to compromise attempts, be they successful or unsuccessful. For additional information, please read our full Privacy Policy

Use of Your Data

We are committed to respecting your privacy and protecting the information you give to us. Your personal information will not be sold to third parties and will be used only to enhance our service to you.

Hyperlinks and Third Party Content

This website may contain links to other websites or third-party content. ICMA-RC is not responsible for the content, accuracy or opinions expressed on such other websites, and such websites are not investigated, monitored or checked for accuracy or completeness by ICMA-RC. Inclusion of any linked website or third-party content on this site does not imply approval or endorsement of the linked website by ICMA-RC. If you decide to leave this site and access these third-party sites, you do so at your own risk. ICMA-RC offers account linking and aggregation services through Quovo, Inc. Such services are offered under the Quovo Terms of Use, which are incorporated by reference into these Terms.

Electronic Mail (email)

To maintain your privacy via email, we will not include personal or account information in electronic mail messages unless you have directly authorized such a message. To ensure protection of your personal information, you should not include your user ID or other sensitive information in unencrypted email.


We protect the confidentiality, integrity and availability of your account information by employing data security policies and procedures and some of the most advanced technical security controls that are commercially available. Our systems use Internet data encryption technology, known as the Secure Sockets Layer (SSL) protocol, personalized passwords, and other precautions to safeguard your data while you use our online services. As an additional level of security, our services are tested and certified regularly by third party security experts to assist us in offering you the most secure services possible.

Policy Notes

Actions You Can Take

If you have any concerns about how your personal information is being used, please contact us. If you believe we have not adhered to these principles, please notify us immediately. We will act promptly to determine, and if necessary correct, the problem.

Policy Changes

ICMA-RC reserves the right to alter this document as needed and without prior notice. You are welcome to return to this document at any time to review the latest improvements to our security efforts.

Thank you for entrusting ICMA-RC with your investments and online transactions. If you have additional questions please contact us.