Investment Account Applicationfor Individual or Joint Accounts, UGMA / UTMA Accounts, Trusts, Corporations or Other Entities
Traditional IRA Applicationfile includes Application and Transfer Form
Roth IRA Applicationfile includes Application and Transfer Form
Simple IRA Applicationfile includes Application and Transfer Form
Coverdell ESA Applicationfile includes Application and Transfer Form
Money Market Account Applicationfile includes Application, Check Order Form, and Signature Card
Add Additional Accounts
Automatic Investment Plan
Beneficiary Designation for IRA/ROTH IRA Accounts
Beneficiary Designation for Non-Retirement Accounts
Change of Address
Account Preferences Change
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WEB ACCESS IS PROVIDED SOLELY FOR THE PURPOSE OF VIEWING ACCOUNT INFORMATION. This website does not process or facilitate shareholder transactions. Transaction requests and account questions should be directed to Shareholder Services at 1-888-726-9331.
Transaction requests made by e-mail to this site or the investment manager may not be received and cannot be processed. Online information is available only for accounts held directly with Ave Maria Mutual Funds. If you hold Ave Maria Mutual Funds through a brokerage account or financial intermediary, your account information should be accessed through that firm. While the information provided from this site is believed to be current and accurate, shareholders are responsible for reviewing account statements and transaction confirmations received by mail.
There are no implied or expressed warranties on the information provided from this site. Ave Maria Mutual Funds and its agents do not warrant that the functions contained in this web site will be uninterrupted or error-free. While Account information is provided over a secure connection, Ave Maria Mutual Funds and its agents make no warranty against security faults that may be contained in software or internet browsers. Ave Maria Mutual Funds and its agents are not liable under any circumstances for any direct or consequential damages that may result from the use of, or the inability to use, the information on this site.
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