Investing with Us

We invite you to join the growing number of new shareholders in the Thomas White Funds. We are committed to continually improving our level of service and communications to you and your financial advisor. The Thomas White Funds are available through the following options:

Open an Account by Mail:

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.

Account Applications:

Fund Application
IRA Application
IRA Transfer Application
IRA Custodial Account Agreement

Open an Account through the following fund supermarkets:

Fidelity
Charles Schwab
TD Ameritrade
E*Trade

Open an Account By Wire

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.

Open an Account with an Automatic Investment Plan

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

	Initial	Additional
Regular Account	$2,500	$100
Automatic Invest	$1,000	$100
Traditional IRA	$1,000	$100
Roth IRA	$1,000	$100
Covered IRA	$1,000	$100

Automatic Investment Plans do not assure a profit, nor protect against a loss in a declining market.