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If you are a new customer or a shareholder who would like to open a new account with a different registration, please download and read the PROSPECTUS and then click on the Open My New Account button below.
You must be a US citizen or resident with a valid Social Security Number and a US street address to open an account online. If you do not meet these requirements, please review our ALTERNATIVE INVESTING OPTIONS.
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information or documents that will allow us to identify you. The specific requirements for each account type are listed below.
By submitting this application, you give the Funds and their agents permission to collect information about you from third parties, including information available in public and private databases such as consumer reports from credit reporting agencies, which will be used to help verify your identity.
If you do not provide the information, we may not be able to open your account. If we open your account but are unable to verify your identity, we reserve the right to take such other steps as we deem reasonable, including closing your account and redeeming your investment at the then-current net assets value per share. Please see the Fund’s Statement of Additional Information for further information.
Please download and read the PROSPECTUS.
For ALL types of accounts, you will need:
For a Custodial Account for a Minor:
What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information or documents that will allow us to identify you. The specific requirements for each account type are listed below.
By submitting this application, you give the Funds and their agents permission to collect information about you from third parties, including information available in public and private databases such as consumer reports from credit reporting agencies, which will be used to help verify your identity.
If you do not provide the information, we may not be able to open your account. If we open your account but are unable to verify your identity, we reserve the right to take such other steps as we deem reasonable, including closing your account and redeeming your investment at the then-current net assets value per share. Please see the Fund’s Statement of Additional Information for further information.
Please download and read the PROSPECTUS.
For ALL types of accounts, you will need:
- Your Social Security Number
- Your Street Address and Mailing Address (if Different)
- Your Date of Birth
- If funding the account today, Your Bank Information (account number and ABA routing number)
- Telephone Number
- Email Address
For a Custodial Account for a Minor:
- Minor's Social Security Number
- Custodian's Social Security Number
- Custodian's Street Address and Mailing Address (if Different)
- Custodian's Date of Birth
- Beneficiary Information (including date of birth, Social Security Number, and address)
Investments in smaller companies generally carry greater risk than is customarily associated with larger companies for various reasons such as narrower product lines, limited financial resources, and less depth in management. Distributed by Foreside Fund Services, LLC. Privacy Policy and Terms of Use