
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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Update
your Address
When
you no longer live or receive mail at a current address of record it is
important to update your address with us to avoid returned mail and the
possibility of escheatment of your account. Please log in to your
account online or complete and send the form below
·
If
you are updating your address to a P.O. Box, you must also include your
residential address for our records to comply with the USA PATRIOT Act
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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Update my address on
file
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·
Update your
address online – Please log in to your account online
·
Update your
address with a Chat Representative – Please chat with us using the button on
the left
·
Update your
address with a Phone Representative – Please call us at the number to the
left
·
Update your
address in writing –
Please complete the Change of Address Form
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A confirmation will
be sent to the old and new mailing addresses
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Any redemptions
sent to the new mailing address within 15 days will need to come in writing
with a Signature Guarantee Stamp
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The hold period
does not apply when transacting to and from a linked bank account on file
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Add or update my
seasonal address
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·
Complete a letter
of instruction form and include:
§ Account Information
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Include all names
that appear on the account
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Include the
account number or Social Security Number
§ Detailed Instructions
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Include the
seasonal address
·
Include the timeframe
you reside at the seasonal address
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Include a daytime
telephone number
§ Signatures
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Include
signature(s) of all account owner(s)
*
Letter of
Instruction can also be written or typed note with all of the above information
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·
Tax forms are not
sent to seasonal addresses
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Dividend and
Capital Gains are not sent to seasonal addresses
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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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