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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Update My Address
When you no longer live or wish to receive mail at a current address it is important to update your address with us to avoid returned mail and the potential escheatment of your account. Please review the options for updating your address below.
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Type of Request
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Instructions and Links
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Additional Information
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Update my address on file.
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Please review the options below for updating your address:
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If you prefer to submit this request in writing, please send the signed request to:
Cromwell Funds
c/o U.S. Bank Global Fund Services
P.O. Box 701
Milwaukee, WI 53201-0701
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If you are updating your address to a P.O. Box, you must also include your residential address for our records to comply with the USA PATRIOT Act.
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A confirmation will be sent to the old and new mailing addresses.
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Any redemptions where the proceeds are being sent to the new address may require a signature guarantee until after the Fund's verification period. Please review the Fund's prospectus for further information.
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Add or update my seasonal address.
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To automatically change your address on specific dates each year when you move between your Winter and Summer addresses, we require a letter of instruction signed by all account owners that lists the addresses and the dates that each address should become active.
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To submit this request via DocuSign, please click here.
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If you prefer to submit this request in writing, please send the signed request to:
Cromwell Funds
c/o U.S. Bank Global Fund Services
P.O. Box 701
Milwaukee, WI 53201-0701
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Tax forms are not sent to seasonal addresses.
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Dividend and Capital Gains are not sent to seasonal addresses.
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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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