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Resources

Access forms and tax information in our resource center. Financial advisors can also tap our Tools of the Trade® educational resources to build investment skills, grow your practice and enlighten your clients on various topics.

Forms and applications
Find a range of commonly used forms to help maintain your Natixis Funds account.
Tax information
Tax forms, cost basis information and tax information notices for Natixis Funds.
Frequently asked questions
Answers to questions regarding your Natixis Funds direct account.
Tools of the Trade

Tools of the Trade®

Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets and uncover opportunities.
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Our continuing education (CE) courses deliver practical insights on market and industry trends to help support your business.
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