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After hours? Click to submit an inquiry.
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 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.
· 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 click here
· 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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Instructions and Forms I need…
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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.
· Update with a Chat Representative – Please chat with us using link to the left for assistance
· Update with a Phone Representative – Please call us at the number to the left.
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· To add or update your bank account – Please complete the Account Options Form
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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.
· Update with a Chat Representative – Please chat with us using the link to the left for assistance
· Update with a Phone Representative – Please call us at the number to 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
· To find participating financial institutions in the Signature Guarantee programs click here
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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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