Open a Mutual Fund Account

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Before you Begin

Review the Prospectuses

 

Online

Log in to open a mutual fund account online 
Register for online access to open a mutual fund account. 

You can make an initial investment by electronic funds transfer (EFT) or start an automated investment plan (AIP).

To purchase your fund at today’s price, your application and electronic payment instructions must be received in good order prior to the close of trading on the New York Stock Exchange (usually 4:00 p.m., Eastern Time).

U.S. Mail

Open a retail mutual fund account 

You may also request that an application kit be mailed to you.

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