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After
hours? Click to submit an inquiry.
Contact Us: 800-697-3863.
Monday through Friday 8:00 a.m. - 7:00 p.m. Central Time
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Link
your Bank Account and Add Transaction Options
Having
the telephone and internet options on your account makes transactions more
streamlined by cutting down on mailing delays and price variation due to time
in transit via mail.
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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 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 the notarization. A business card works nicely for this.
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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 Bank
information
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To add or update
your bank on file – Please complete the Account Options Form
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The Signature
Guarantee Stamp or Financial Notary is required when adding your bank with
the redemption option
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If the bank being
added does not include an account owner or authorized party we require the
Signature Guarantee Stamp from those listed on the bank account
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Add or Update Telephone
options
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To add transacting
options – Please complete the Account Options Form online, or you can fill, print, and mail the form here.
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If you are adding
redeem via ACH or wire to a new bank we require a Signature Guarantee Stamp
or Financial Notary to add transacting options
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Adding your bank
with only telephone purchase option does not require the Signature Guarantee
Stamp
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-697-3863 or visit http://www.tocquevillefunds.com/ for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Tocqueville 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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