Contact Us:
800-304-7404
Monday through Friday 8:00 a.m. - 7:00 p.m. Central Time

Submit After Hours Inquiry
Online Access
(sign up for online access)
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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In compliance with the USA PATRIOT Act, all financial institutions (including mutual funds) are required to obtain, verify, and record the following information for all registered owners or others who may be authorized to act on an account: full name, date of birth, Social Security number, and permanent street address. Trust and entity accounts require additional documentation. This information will be used to verify your true identity. We will return your application if any of this information is missing, and we may request additional information from you for verification purposes. In the rare event that we are unable to verify your identity, the Fund reserves the right to redeem your account at the current day's net asset value.
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Type of Account |
Instructions and Links |
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I want to open an individual (non-IRA) account.
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To open an individual account online, please click here.
To open an individual account via DocuSign, please click here.
To view and print a New Account Application, please click here. The completed and signed application can be mailed to the mailing address on the left.
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I want to open a joint account.
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To open a joint account online, please click here.
To open a joint account via DocuSign, please click here.
To view and print a New Account Application, please click here. The completed and signed application can be mailed to the mailing address on the left.
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I want to open a Uniform Transfer to Minors Act (UTMA) account.
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To open an UTMA account via DocuSign, please click the applicable link below.
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If you are the parent or legal guardian of the minor, please click here.
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If you are not the parent or legal guardian of the minor, please click here. The parent or legal guardian will also need to sign the application.
To view and print a New Account Application, please click here. The completed and signed application can be mailed to the mailing address on the left.
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I want to open a trust account.
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To open a trust account via DocuSign, please click here.
To view and print a New Account Application, please click here. The completed and signed application can be mailed to the mailing address on the left.
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I want to open an entity account.
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To open an entity account via DocuSign, please click here.
To view and print a Entity Account Application, please click here. The completed and signed application can be mailed to the mailing address on the left.
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I want to open a new Individual Retirement Account (IRA).
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To open an IRA online, please click here.
To open an IRA via DocuSign, please click here.
To view and print an IRA Packet, please click here. The completed and signed application can be mailed to the mailing address on the left.
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I want to open a new Coverdell Education Savings Account (CESA).
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To open a CESA online, please click here.
To open a CESA via DocuSign, please click here.
To view and print an CESA Packet, please click here. The completed and signed application can be mailed to the mailing address on the left.
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Additional Documentation:
Prospectus
Fact Sheets
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What You'll Need:
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Social Security number (SSN) or Tax Identification Number (TIN).
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Permanent street address.
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The minimum investment ($2,500.00 per regular Fund account, or $1,000.00 per IRA Fund account).
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When establishing the account online, bank ACH routing and account numbers and email address.
How the account opening process via DocuSign works:
- When you click the applicable link, a new page in DocuSign will open where you will need to enter your name and email to begin the application process.
- Identity Verification - You will be asked to provide your address. If additional information is needed to verify your identity, you may also be prompted to enter your date of birth and Social Security number.
- Complete Your Application – After your identity has been verified, you will be directed to complete your account application. Select Start on the left side to begin.
Please note: No action is required on the Account Confirmation Form during the application process. Once your account has been established, we will return the form to you with your account number(s) completed.
After completing all required fields, click “Finish” to submit your application for processing.
- After Your Account Is Established – You will receive an email from Shareholder Services with a link to the completed Account Confirmation form, including your account number(s) and further instructions for funding your account by check or wire. If you select ACH funding during the application process, your transaction will be completed at that time.
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-304-7404 or visit the Mairs & Power website 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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