Contact Us:
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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 %ContactPhone% or visit %WebSiteUrl% for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
%Title% 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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