The California CLASS Online Transaction Portal is the secure, online transaction portal that allows you to execute transactions, access account information, and generate detailed reports. But did you know that California CLASS Participants are able to schedule transactions in advance through the portal? This gives you the opportunity to customize your transaction activity while you’re out of the office!

Entering orders online for future dates allows you to meet deadlines even if you are out of the office. Via the online portal, enter future-dated orders by selecting the appropriate transaction type under the Transactions menu. Select the date(s) you would like the transactions to be initiated and California CLASS will take care of the rest! Please note: contributions by wire must be initiated at your sending bank.

Funds can be sent to your local bank via wire or ACH and can be pulled directly via ACH as long as you have banking instructions on file. Upcoming orders can always be viewed in the Order Status tab.

For more information about scheduling transactions in advance, please contact our Client Service Team.

Any financial and/or investment decision should be made only after considerable research, consideration, and involvement with an experienced professional engaged for the specific purpose. California CLASS is not a bank. An investment in California CLASS is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the California CLASS Prime Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses.