Open a New Regular Account
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.
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.
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:
- third party checks
- money orders
- travel checks
- starter checks
- credit card checks