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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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Purchase
Additional Shares
The
options you have currently on the account will determine if you can do so
online, by phone, or by chat, or if you must send us forms to complete the
request.
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To
complete a purchase with a phone representative, chat representative, or online
account, your account must contain the option. If your account does not have
this option, please complete an Account Options Form online, or you can fill, print and mail one here.
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You
can make additional purchases with either a linked bank account or by sending
us a personal check
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The transaction I want
to process is a…
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Instructions and forms I
need…
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What else I need to
know…
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Purchase of additional
shares into my current mutual fund
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Purchase online –
Please login to your account online
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Purchase with a
Chat Representative – Please chat with us for assistance using the link to
the left
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Purchase with a
Phone Representative – Please call us at the number to the left
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Purchase in Writing – Utilize our Invest by Mail Form and include a personal check
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Purchasing into a
taxable (non-retirement)
account will not generate
a tax form
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Purchasing into an
IRA will generate a 5498 Tax Form
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Purchase into a
CESA will generate a 5498-ESA Tax Form
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There may be a
purchase minimum depending on your account – Please refer to the prospectus
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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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