Open an Account

Opening an account online is easy, fast and safe. When you click the “Open an Account” button you will be redirected to the secure server at BNY Mellon Bank.

Please note: If you would like to fund your account by any means other than an automatic transfer from your bank account (wire or ACH), you must open an account by mail. SEP and SIMPLE IRAs cannot be opened online. Non-resident aliens and representatives of trusts or corporations also need to open by mail.

Please print out the appropriate account type application and return it signed and completed to us. Account applications are in PDF format. You may need to download Adobe Acrobat Reader to view these files.

Standard Account Application

Individual Retirement Account Application

Simple IRA Application

Inherited IRA Application

The Fund has relationships with a number of investment firms. You may also wish to invest through your investment advisor or broker/dealer. Simply refer to tickers: NALFX or NAEFX.

$2,500 for A Class Shares
$3,500 for Investor Class Shares