Useful Links
To Open an Account
Chose an application form from among the options listed below, enter 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.)
To make your initial investment by wire:
First, call Mutual Shareholder Services, the fund Administrator, to say that you are wiring money to your account (1-440-922-0066, ext. 102). You will be assigned an account number. If no response at that extension, dial “O” and explain that you are sending a wire to establish an account with the MP 63 Fund. You will be assigned an account number.
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 # (enter your account number)
Application Forms
(to open
an MP 63
Fund account)
Note: PDF
files can only be
viewed with the
Adobe Acrobat Reader.
- Regular Account Application PDF
Format
- Spanish Account Application PDF
Format
- Account Application for Uniform Gift To Minor PDF Format
- IRA
Account Application PDF
Format
- ROTH IRA Account Application PDF Format
- Coverdell Education Savings Account Application (College Savings Application Form) PDF Format
Transfer
Forms
(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
© Copyright 2020 MP 63 Fund, Inc. All rights reserved.
The opinions reflected above are subject to change are not investment advice and any forecasts made cannot be guaranteed. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.
Dollar-cost averaging does not assure a profit and does not protect against a loss in declining markets. A dollar-cost averaging strategy involves continuous investment in securities regardless of fluctuations in price levels of such securities. You should consider your financial ability to continue purchases through periods of high and low price levels. The MP 63 Fund does not strictly follow a dollar-cost averaging strategy because the investments it makes are controlled by the investment amounts it receives from its shareholders.
Please read the MP 63 Fund prospectus before you invest or send money. If you have any questions, please call shareholder services toll-free at 1-877-MP63FUN (1-877-676-3386) or Vita Nelson or Mario Medina 800-388-9993.
Investment products are not FDIC insured, offer no bank guarantee and may lose value.
The MP 63 Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this Website should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.