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Opening an account with the Van Wagoner Funds is easy! To invest directly in the Van Wagoner Funds, just follow these simple steps:
| 1. |
Read
the Van Wagoner Funds prospectus.
It contains complete information about the Funds, including fees and
expenses. Please read it carefully before investing. |
| 2. |
Review the Funds' investment objective, strategy, portfolio highlights and associated risks. Decide which Fund best meets your investment goals. |
| 3. |
Download and complete
an IRA or regular account application.
Sign it and mail to us today. |
Regular Accounts: $5000
IRAs: $2000
Automatic Investment Plan setup:
$2000
Gift to Minors: $2000
Subsequent Investment: $50
Send your application and check to:
The Van Wagoner Funds
P.O. Box 9682
Providence, RI 02940-9682
For overnight or express mail, use this address:
Van Wagoner Funds, Inc.
101 Sabin Street
Pawtucket, RI 02860
That's it! Once we receive your check and application,
we'll send you a confirmation statement. Remember that the minimum initial
investment for regular accounts is $5,000 per Fund and $2000 per Fund for
retirement accounts. If you'd prefer to contact us by phone, call us directly
at 1-800-228-2121. Our shareholder service representatives can answer
your questions or mail you a literature kit, including a prospectus
and application. You may also request
an Investor Kit online, by filling out our literature
request form. When your account has been established, you can review
your account online via our convenient Account
Access section. You can register online to view all your account information.
All Van Wagoner Funds Feature:
No Load - no sales charge or redemption fee
Online Account Access
Online Transactions
24-Hour Automated Customer Service
Exchange Privileges
Automatic Investment Plan
Bank Wire/Electronic Funds Transfer
Retirement Accounts: IRA, Roth IRA, SEP-IRA, SIMPLE IRA and 403(b)(7)
Northern U.S. Government Money Market Fund
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