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an inquiry.
Contact Us:
800-304-7404
Monday through Friday
8:00 a.m. - 7:00 p.m. Central Time
Mailing Address:
Mairs & Power Funds
c/o U.S. Bank Global Fund Services
PO Box 219337
Kansas City, MO 64121-9337
Overnight Mail:
Mairs & Power Funds
c/o U.S. Bank Global Fund Services
801 Pennsylvania Ave Suite 219337
Kansas City, MO 64105-1307
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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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Complete your exchange request via your online access here.
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Complete your exchange request via DocuSign here.
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Complete your exchange request via a Chat or Phone Representative using the information on the left.
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If you prefer to submit this request in writing, please mail 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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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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If you do not have online access currently established, you will be able to enroll via the link provided. You will need your account number and certain personal information to enroll.
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The telephone exchange option must be enabled on your account to exchange shares via a Chat or Phone Representative.
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-304-7404 or visit http://www.mairsandpower.com for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Mairs & Power 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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