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Contact Us: 800-304-7404.
Monday through Friday 8:00 a.m. - 7:00 p.m. Central Time
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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…
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Instructions and Forms I need
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What else I need to know…
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Add or update my broker on file
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- 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
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- 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.
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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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