Individual investors can follow the link below to open a new regular account (with the exception of personal trusts), or to open a new IRA. For IRA transfers and rollovers, corporate accounts or personal trusts, please see “Invest Through the Mail” below.
Existing shareholders should login to Account Access in order to add Fund accounts.
You will need to have accessible:
- Your Social Security Number
- Your bank’s ACH routing number and account number
- Your residential address
- Your email address
- The minimum investment amount ($2,500.00 per regular Fund account, or $1,000.00 per IRA Fund account).
- Minor’s Social Security Number (for a custodial account for a minor, UGMA/UTMA)