Account Access
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Online Account Access

When you open an account with Dodge & Cox, you can access your account at your convenience through our online service. To get started, click “register” to set up your login profile.

Within Account Access you can:

View your account balances and account information

  • Current portfolio and account balances
  • Transaction history including pending transactions
  • Historical account balances
  • Cost basis details for non-IRAs

Perform financial transactions

  • Initial and subsequent purchases
  • Redemptions and IRA distributions
  • Exchange shares between Funds
  • Sign up for e-Delivery of your statements, tax forms, and reports
  • IRA Center – initiate IRA transfers of assets and IRA rollovers

Maintain your accounts

  • View or update your linked bank accounts
  • Change your address of record
  • Update your contact information
  • Update your account beneficiaries
  • Change your cost basis method


If you have any additional questions, please call a Dodge & Cox Funds Client Services Representative at 800-621-3979.

For answers to commonly asked questions, please review our FAQs page.

If you require specific information concerning your individual financial situation, please consult with a financial planner or tax advisor. Dodge & Cox Funds do not offer financial planning or tax advice.

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Before investing in any Dodge & Cox Fund, you should carefully consider the Fund's investment objectives, risks, and charges and expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by any bank or any other entity.

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