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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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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.
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Type of Request
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Instructions and Links
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Additional Information
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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.
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To update with a Chat Representative, please use the chat link on the left.
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To update with a Phone Representative, please call us at the number on the left.
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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.
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To update with a Chat Representative, please use the chat link on the left.
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To update with a Phone Representative, please call us at the number on 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.
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To find participating financial institutions in the Signature Guarantee programs, click here.
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Additional Documentation:
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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, please click here.
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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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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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