Open an Account

By Mail

To open an account:

Complete and sign the application.
Make your check(s) payable to the Fund(s) in which you wish to invest. Mail to the address on the application, or for overnight delivery:

Thomas White Funds Family
Thomas White Funds
615 East Michigan Street,
3rd Floor,
Milwaukee, WI 53202.

To add to an account:

Make your check(s) payable to the Fund(s) in which you wish to invest and include the stub from one of your statements with a letter containing your name and account number. Remember to always put your account number on your check. Mail to the address on your statement.

PHONE 1-800-811-0535

To open an account:

You may only open a new account by phone if you wire your investment to our Transfer Agent. See the section “Wire” below.

To add to an account:

Purchase shares by telephone via electronic funds transfer from your bank account, by completing the section of the account application for this option. To place your order, call 1-800-811-0535 on any day before the close of trading on the New York Stock Exchange. Your shares will be purchased on the day your order is placed.

You must make your telephone purchases by 4:00 p.m. Eastern time.

WIRE

To open an account:

To open an account by wire, a completed account application is required before your wire can be accepted. You can mail or overnight deliver your account application to the transfer agent. Upon receipt of your completed application, an account will be established for you. The account number assigned will be required as part of the instruction that should be given to your bank to send the wire. Your bank must include the name of the Fund you are purchasing, the account number and your name so that monies can be correctly applied.

To add to an account:

Wire to:

U.S. Bank, N.A,
777 E. Wisconsin Ave.
Milwaukee, WI 53202
ABA Number 0750-00022
U.S. Bancorp Fund Services
A/C 112 952 137

For further credit to:

(Fund name)
(Investment account number)
(Name or account registration)
Please contact the Transfer Agent at 1-800-811-0535 to notify them of the incoming wire to ensure proper credit to your account.

Automatic Investment Plan

To open an account:

You may open a new account with a $1,000 minimum initial investment if you sign up for the Automatic Investment Plan. Fill out the Automatic Investment Plan section on the application for monthly or quarterly transfers from your bank account.

To add to an account:

If you would like to add this service to your account, or if you already have this service, you can easily change the frequency or amount of your automatic investments over the phone by calling 1-800-811-0535.

Minimum Investments