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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Exchange Shares of your Mutual Fund Account
Shares must be exchanged into an identically registered account in another fund within the same share class.
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Instructions and Links
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Additional Information
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To exchange shares, we require a letter of instruction signed by all account owners that lists the "from" account and the "to" account as well as the number of shares that should be exchanged.
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Complete your exchange request via DocuSign.
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If you prefer to submit this request in writing, please mail a Letter of Instruction Form signed by all account owners that lists the "from" account and the "to" account, as well as the number of shares that should be exchanged. Click here to access and print the Letter of Instruction Form.
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An exchange is a taxable event for non-fiduciary accounts.
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An exchange is a non-taxable, non-reportable event for fiduciary accounts.
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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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