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Contact Us: 888-386-3785.

8:00 a.m. - 7:00 p.m. Central Time

Add or Update the Broker on your Account

In order to add or change the broker for your mutual fund account, please complete the form and follow the instructions below.

  • All account owners must sign forms when updating the broker on your account

I would like to…

Instructions and Forms I need

What else I need to know…

Add or update my broker on file

  • Complete a signed Letter of Instruction Form or fill, sign and print one here and include:
    • All names that appear on the account
    • Account number or Social Security Number
    • Broker's name, Rep Number, and name of financial institution
    • Your daytime telephone number


  •  Your Broker's financial institution must have a selling agreement with the fund in order to be listed on the account. If you are unsure if an agreement exists, please contact your broker.


Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 888-386-3785 or visit 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.