Step 1

Read the Fund’s Prospectus

The prospectus includes important information on a fund including management fees and expenses, and financial reports present aspects of a fund’s operations, financial condition and performance during the period.  Read it carefully before investing.

Step 2

Complete the Application

To open a regular account, complete the account application.  Be sure to carefully complete the Account Registration section.  This is where you determine what type of regular account you will be establishing.

Step 3

Mail Completed Application and Check

Mail a signed account application and check via U.S. Mail or other delivery methods.

Certain checks and other instruments are not accepted without prior approval such as: