How to Open an Account



Opening an account online is secure and just takes a few minutes.

Through Your Financial Advisor

In addition to advice about which funds make sense for your financial situation, your financial advisor has the necessary forms to help you make an initial investment in any of our funds.

By Mail

Fill out an Account Application and mail it to us with a check. Complete instructions and the mailing address are on the form.

By Phone

If you already have a fund account with us, you can call (800) 632-2301, Monday-Friday, 5:30 a.m.–5 p.m. PT to open a new identically registered one.

By Wire

Call us at (800) 632-2301, Monday-Friday, 5:30 a.m.–5 p.m. PT, for wiring instructions.

Prospectuses, Reports and Fact Sheets for all funds are available in the “Forms and Literature” area of our website.