To Open an Account
(For yourself or for someone else)
Chose an application form from among the options listed at the MP63Fund.com Website*, Enter the required information, sign, and return the form along with a check (for any amount) for your initial investment. (The MP 63 Fund does not require a minimum investment amount.)
*For application forms, click the “Accounts” link, which is located at the top right in the grey-blue band on the home page.
To make your initial investment by wire:
First, call Mutual Shareholder Services, the fund Administrator (877-676-3386 ext. “O”) to say that you would like to open an account by sending the initial investment by wire. You will be directed to the person handling the MP 63 Fund, who will provide an email address for you to return a filled-out application form and who will assign an account number to you. Application forms are provided at the Fund Website, MP63Fund.com. (Click the “Accounts” link, which is located at the top right in the grey-blue band on the home page.)
Then, instruct your bank to send the wire to the following address: U.S. Bank, N.A., Cincinnatti, OH, ABA 042000013 For credit to the MP 63 Fund, Account Number (enter your account number)
(to open an MP 63 Fund account)
Note: PDF files can only be viewed with the Adobe Acrobat Reader.
- Regular Account Application PDF
- Spanish Account Application PDF
- Account Application for Uniform Gift To Minor PDF Format
Account Application PDF
- ROTH IRA Account Application PDF Format
- Coverdell Education Savings Account Application (College Savings Application Form) PDF Format
- To add a Beneficiary Designation Form PDF
(to move money from your account at another financial institution)
Your investment will be based on the closing price on the day your check is received by Mutual Shareholder Services, the Fund Administrator. Or, in the case of a wire, the closing price on the day that Mutual Shareholder receives an acknowledgement of the wired funds from the custodian bank.
To request an application by mail