Contact Us:
855-625-7333.
Monday - Friday, 8am-7pm Central Time
After hours? Click to submit
an inquiry.
Mailing Address:
Cromwell Funds
c/o U.S. Bank Global Fund Services
P.O. Box 701
Milwaukee, WI 53201
Overnight Express Mail:
Cromwell Funds
c/o U.S. Bank Global Fund Services
615 E. Michigan St., FL3
Milwaukee, WI 53202
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Add or Remove Bank Information or Other Account Options
Telephone options, bank information, capital gains and dividend options, and systematic plans can be updated via the Account Options Form.
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Instructions and Links
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Additional Information
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Option 1 - Please click here to submit your request to add or remove bank information or other account options via DocuSign.
Option 2 - If you prefer to submit your request via mail, please access and print the Account Options Form from here.
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There is an attachment tool within the DocuSign experience for you to provide any necessary documentation.
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If your transaction requires a signature guarantee, select option 2. Please review the Fund's prospectus to determine if a signature guarantee is required.
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 855-625-7333 or visit https://thecromwellfunds.com for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Cromwell and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.
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