Contact Us:
800-697-3863.
Monday through Friday
8:00 a.m. - 7:00 p.m. Central Time
After hours? Click to submit
an inquiry.
Mailing Address:
Tocqueville
c/o U.S. Bank Global Fund Services
PO Box 219252
Kansas City, MO 64121-9252
Overnight Express Mail:
Tocqueville
c/o U.S. Bank Global Fund Services
801 Pennsylvania Ave, Suite 219252
Kansas City, MO 64105-1307
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Individual or Joint Account to Trust or Entity Account
To update the account registration, please complete the steps and forms below to update your mutual fund account.
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Any owner or trustee losing control must obtain a Medallion Signature Guarantee Stamp
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Going to an Entity account requires all owners to obtain a Medallion Signature Guarantee Stamp
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To find out more about a Medallion Signature Guarantee and the financial institutions participating in the program, please click here
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All forms need to contain original signatures and be mailed to us at one of the mailing addresses provided on the form
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Type of Request
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Instructions and Links |
Additional Information |
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Change my Individual or Joint account to a Trust or Entity account.
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- Any owner or trustee losing control must obtain a Medallion Signature Guarantee
- For Trust account, include a copy of the trust agreement
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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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