Contact Us:
844-ARISTTL (844-274-7885)
Monday through Friday 8:00 a.m. - 7:00 p.m. Central Time
Mailing Address:
Aristotle Funds
c/o U.S. Bank Global Fund Services
P.O. Box 701
Milwaukee, WI 53201
Overnight Express Mail:
Aristotle Funds
c/o U.S. Bank Global Fund Services
615 E. Michigan St., FL3
Milwaukee, WI 53202
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Add or Change a Broker/Dealer
Type of Request
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Instructions and Links
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Add a new Financial Advisor - signatures from the shareholder(s) and Financial Advisor are required. To complete this request via DocuSign, please select your relationship to the account under the applicable account type below.
Individual Account:
Financial Advisor
Shareholder
Joint Account:
Financial Advisor
Shareholder
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When you click on the applicable link, you will be taken to DocuSign to complete the required form. Each individual that is accessing the DocuSign experience will have to successfully complete knowledge based authentication to protect the personal information of the account owner(s).
After the form has been completed and signed by all required individuals, the request will be submitted for processing.
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Changing or correcting the current Financial Advisor - signature from the Financial Advisor or Authorized Individual at the broker-dealer is required. To complete this request via DocuSign, please select your relationship to the account:
Financial Advisor
Authorized Individual
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Replace or remove the current Financial Advisor - signature from an Authorized Individual at the current broker-dealer is required.
To complete this request via DocuSign, please click here.
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 844-ARISTTL (844-274-7885) or visit https://www.aristotlefunds.com/ for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Aristotle Funds 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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