Check out the steps below to set up for success.


Have I downloaded the mobile app to monitor my account from my mobile device?

With the Janus Henderson Direct app, you can view your account summary, place trades and view electronic statements and tax forms on the go.

Janus Henderson Direct (for iOS)

Janus Henderson Direct (for Android)


Have I designated a beneficiary on my account?

Naming a beneficiary ensures the assets in your Janus Henderson account will be distributed to the individuals(s) you intended. This beneficiary designation will supersede other instructions, including your will, and may allow for a probate-free direct transfer.

Add a Beneficiary to a Retirement Account Online

Add a Beneficiary to a Non-Retirement Account*

*Adding a beneficiary to a non-retirement account requires you to complete and return the Transfer on Death (TOD) beneficiary form


Whenever I make a purchase or redemption, can money be directly withdrawn or deposited into my bank account?

Adding a bank to your account allows money to move electronically between your Janus Henderson account and the bank account of your choice. There’s no need to visit a bank or worry about a check getting lost in the mail.

Establish a Bank Online

Bank Options Form


Do I prefer to receive documents by e-delivery rather than paper?

Sign up for e-delivery to have important documents – quarterly statements, confirmation statements, tax forms and others – sent to you electronically.

Sign up for e-delivery


Am I taking advantage of the Janus Henderson Bonus Program?

You can earn up to $2,500 when you roll over/transfer to a Janus Henderson IRA or make a purchase directly into a Janus Henderson account. To receive the maximum bonus, you must roll over/transfer or purchase at least $1 million; lesser amounts will receive a lower bonus. To learn more visit www.janushenderson.com/bonus.

Ready to explore our full range of investments?

Whatever your investment goals are, we're here to help.

Resources to help navigate your investment journey

Building a Sound Portfolio

With the right personal goal-setting and education, you can easily gain confidence and begin your approach to investing.

How Mutual Funds Work

Learn why mutual funds are a good way to diversify your holdings for many investors.

How Do I Invest?

Five key steps to creating an investment strategy, starting with the basics.

Orange outline of an office telephone Contact us at 800-385-2687

If you have questions about our products or your account, please call a Janus Henderson Account Set Up Specialist at 800-385-2687. Janus Henderson representatives are available to help you Monday through Friday, from 9:00 a.m. to 6:00 p.m. ET.