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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.

Instructions and Links Additional Information
  • Complete your exchange request via DocuSign.
  • Complete your exchange request via a Chat or Phone Representative using the information on the left.
  • 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. Click here to access and print the Letter of Instruction Form.
  • An exchange is a taxable event for non-fiduciary accounts.
  • An exchange is a non-taxable, non-reportable event for fiduciary accounts.
  • 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.
  • The telephone exchange option must be enabled on your account to exchange shares via a Chat or Phone Representative.

Consider the fund’s investment objectives, risks and charges and expenses carefully before you invest. The fund’s prospectus and summary prospectus contain this and other information. Call 800-977-2947 or visit for a prospectus, which you should read carefully before you invest.

Praxis Mutual Funds are advised by Everence Capital Management and distributed through Foreside Financial Services, LLC member FINRA. Investment products offered are not FDIC insured, may lose value and have no bank guarantee.