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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Add or Change the Broker for your Account
In order to add or change the broker for your mutual fund account, please complete the form and follow the instructions below.
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All account owners must sign forms when updating the broker on your account
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Type of Request
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Instructions and Links
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Additional Information
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Add or update my broker on file.
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Complete a signed Letter of Instruction Form online or fill, sign, and print one here and include:
- Account Specific Information:
- Include all names that appear on the account
- Include the account number or Social Security Number
- Details including:
- The Broker’s name, Rep number, name of financial Institution
- Include a daytime telephone number
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- Your broker’s financial institution must have a selling agreement with the fund in order to be listed on the account. If you are not sure if an agreement exists, please contact your broker.
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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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