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After hours? Click to submit an inquiry.
Contact Us: 888-386-3785.
8:00 a.m. - 7:00 p.m. Central Time
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Add or Update Systematic Plans with your Mutual Fund
Having an Automatic Investment Plan (AIP), or Systematic Withdrawal Plan (SWP) on your account is a convenient way of automating your investment movement.
· When adding a new bank or changing a bank account on file we may require a Signature Guarantee Stamp. To find out more about what it is and participating financial institutions in the Signature Guarantee programs click here
· We can accept a Financial Notary from a commercial bank in place of getting the signature guarantee stamp. You must also include the contact information of the bank representative that provided you the Notary (i.e. business card)
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Instructions and Forms I need…
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Add or update Automatic Investment Plan (AIP)
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· To establish your Automatic Investment Plan –Please complete an Account Options Form online or fill, print, and mail one here.
· Update with a Chat Representative – Please chat with us using link to the left for assistance
· Update with a Phone Representative – Please call us at the number to the left.
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· To add or update your bank account – Please complete the Account Options Form
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Add or update Systematic Withdrawal Plan (SWP)
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· To establish your Systematic Withdrawal Plan –Please complete an Account Options Form online or fill, print, and mail one here.
· Update with a Chat Representative – Please chat with us using the link to the left for assistance
· Update with a Phone Representative – Please call us at the number to the left.
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· When adding a new bank to set up your SWP you will need to obtain a Signature Guarantee Stamp on the Account Options Form
· To find participating financial institutions in the Signature Guarantee programs click here
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 888-386-3785 or visit https://www.investaaa.com/ for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Iman Fund 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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