Add Shares to an Existing Fund in an Existing Education Account
To add shares to an existing account, in a fund that already has shares, you can use one of the following four methods.
Add Shares by Mail
Mail a completed investment slip for a particular fund (which you received in your account statement) or a letter of instruction with your check.
A letter of instruction must include your account number, the name(s) of the registered owner(s) and the Fund(s) that you want to purchase.
Certain checks and other instruments are not accepted without prior approval such as:
- third party checks
- money orders
- travel checks
- starter checks
- credit card checks
Add Shares by Telephone
Call us at 1-800-332-5580 to request that a purchase be made electronically from your bank account. The shares purchased will be priced on the next business day following your telephone request made prior to the close of the NYSE. Before using the ACH feature, you must set up the ACH option on your initial account application or a Change of Account Options Form.
Add Shares Online
You may purchase additional shares through the account access section of the website. Your account must have a designated bank account to execute transactions.
Add Shares By Wire Transfer
Instruct your bank to wire your investment to us using the wire instructions for Sit Mutual Funds.
Automatic Investment Plan
Set up recurring purchases at intervals that you specify using the Change of Account Options form.