Recent Questions

Navigating COVID-19

Manning & Napier is committed to ensuring the health and safety of clients and employees, minimizing client disruption, and providing timely and relevant market and business updates. We’ve created this Recent Questions page to answer your most common questions and make it easy for you to stay up-to-date.

Please don’t hesitate to contact a Manning & Napier representative should you have any questions or concerns.

1. Are Manning & Napier offices open?

The firm will remain open and our day-to-day operations will continue; however, out of precaution, we have moved to a reduced onsite workforce with the majority of our employees working remotely. Any internal meetings will be held virtually. Our staff remains accessible, and our goal is to minimize the disruption to our clients while supporting the health and safety of our communities.

2. How can I get in touch with my Manning & Napier service team?

You can always reach your service team via email or phone. You may also use our contact form, and we will direct your request to the appropriate person. In the event you leave a voicemail, please be assured that we are continuously monitoring our voicemail boxes and will respond to you quickly.

3. Can I still make changes to my account?

Yes. All account service requests such as contributions, withdrawals, address changes, etc., remain fully available to you. We ask that you provide us with as much notice as possible in order for us to meet your needs.

4. What is your visitor/vendor policy? Is Manning & Napier still holding meetings and events?

To support the health and safety of our communities, we are holding phone or video meetings in place of face-to-face meetings with clients & partners and are asking clients, partners, and vendors not to come into our offices at this time. If you have a meeting already scheduled and would prefer to reschedule rather than meet virtually, we would be happy to accommodate your needs once public health social distancing restrictions are lifted.

Additionally, we have postponed several events that were set to occur within the next few weeks. If you have registered for any event, you will be notified of any changes as appropriate.

5. How can I stay up-to-date with how COVID-19 is impacting the markets, economy, and my portfolio?

Our Research teams are working tirelessly to actively navigate this turbulent environment to deliver the investment results our clients need. For timely commentary on markets and our investment positioning, we encourage you to subscribe to receive updates or to visit the Research Library on our website.

6. Can I view my performance reports online?

Yes. Registering for secure online account access gives you direct access to view your portfolio's current market value, performance reports, asset allocation, holdings, and asset flow as of month, quarter, and year-end. Data is updated on the 8th of the month. Download this guide to help you complete the registration process so you can securely view your account information online.

If you're a Financial Advisor, please contact your service team or call us at (800) 551-0224 to request access to our secure site. Mutual fund shareholders can register for access to their accounts at our transfer agent site managed by BNY Mellon, Inc.

7. How can I be sure that it is Manning & Napier I am being contacted by, and not a scam?

We understand that scammers have been attempting to take advantage of the uncertainty created by the COVID-19 situation. While you should expect to receive frequent communication from us during this time, we want to encourage you to remain vigilant in protecting yourself and your information. If you receive a suspicious email, phone call, or text, claiming to be from someone at Manning & Napier, we encourage you to reach out to your representative directly or to email us at info@manning-napier.com so we can provide confirmation it was sent from our company or not.

For additional guidance on this subject, please visit Cybersecuriy and Infrastructure Security Agency.

Last Updated 3/30/2020


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