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U.S. financial markets will be closed on Wednesday, December 5 to honor the memory of former President George H.W. Bush. Any mutual fund purchases or sales placed on Wednesday will not be priced until the close of business Thursday, December 6.

Address

Account Owner Information

Welcome to the New Baron Capital Account Access.

No DOB on file

We do not have a valid Date of Birth on file. To update, please contact us at 1-800-442-3814, Monday through Friday, 8:00 am to 5:00 pm Eastern Time.

Account Owner Information

To update your Date of Birth please call us at 1-800-Base Nasu (625-6275).

To update your Email Address and Phone Number please go to the Account Profile section.

No valid address

A valid U.S. or Military address is required to set up a new account. You may update your address under Personal Preferences or contact us at 1-800-442-3814, Monday through Friday, 8:00 am to 5:00 pm Eastern Time.

Delivery Preferences

U.S. Mail is the delivery preference for all of your shareholder documents. Please access the Account Profile function if you wish to change to e-delivery.

Do you wish to complete your online new account application?

No valid address

A valid U.S. or Military address is required to set up a new account. You may update your address under Personal Preferences or contact us at 1-800-442-3814, Monday through Friday, 8:00 am to 5:00 pm Eastern Time.

Verify Your Email Address

We do not currently have an email address on file for your account. Please enter an email address before continuing with the New Account Set Up.

Verify Your Phone Number

We do not currently have Phone Number on file for your account. Please enter phone number before continuing with the New Account Set Up.


Choose Delivery Methods

Would you like to update your e-Delivery preferences and receive email alerts when new documents are available online?




Terms and Conditions for E-Delivery

I agree to the terms and conditions for e-delivery.





New Account Set Up

New Account Set Up is not supported by the Fund Company.

Please contact a Baron Capital Representative for assistance Monday through Friday from 9 a.m. to 5 p.m. Eastern Time at 800-442-3814.



New Account Eligibility

Information

Warning

To establish a new account, please login to your existing online account.

TBD.

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Error

Are You Sure You Want to Cancel This Request?

Cancelling this request will delete all of the information you have entered.

Session Timeout

Your session is about to expire. Would you like to continue?
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Guest Login

To retrieve your saved application, please enter your email and password.

Enter this information to retrieve your saved application.

Select Your Fund(s)

You may view the fund profile by selecting the fund name below.

Jump to a Fund:

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B

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E

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Fund Number Fund Name Symbol Min. Initial Investment *

* If you enter less than the 'Min. Initial Investment' amount, you will be required to set up a Systematic Investment.

 
 

Selected Fund(s)

You may invest in up to 5 new funds.

 
Fund Name Symbol
1.      
2.      
3.      
4.      
5.      

You must verify that you have read the terms and conditions of the prospectus before this transaction will be allowed.

I have read the prospectus for all investments


Risks: All investments are subject to risk and may lose value

Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED

This information does not constitute tax, legal or accounting advice and neither Baron Capital nor any of its agents, employees or registered representatives are in the business of offering such advice. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).

Log In Help

EXISTING USER- LOGIN FORGOT USERNAME

FORGOT USERNAME

If you forgot your Username, please click Forgot Username below the Username field and follow the instructions on the Account Access: Forgot Username page.

LAST 4 DIGITS OF SSN/TIN

Please enter the last 4-digits of your Social Security Number or the Tax Identification number associated with your account.

ACCOUNT NUMBER

Please enter your account number exactly as it is displayed on your Account Statement.

FUND

Select one of your funds from the list displayed.

ZIP CODE

Enter your 5-digit zip code.

PASSWORD

Please contact us at 800-621-3979, Monday through Friday, 8:00 a.m. to 8:00 p.m. Eastern Time.

SECURITY QUESTION

Answer the security question and click Continue.

A correct answer of the security question will return your Username.

Clicking Continue will redirect you to the Login page where you can log in to your account.

Why did I get the 'Your Account has been Locked' screen? This means that your security questions were answered incorrectly. For your security your account has been locked. Please contact us at 800-621-3979, Monday through Friday, 8:00 a.m. to 8:00 p.m. Eastern Time.

Why did I get the 'Your Account has been Locked' screen? This means that your security questions were answered incorrectly. For your security your account has been locked. Please contact us at 800-621-3979, Monday through Friday, 8:00 a.m. to 8:00 p.m. Eastern Time.

Why did I get the 'Invalid Password' Message? This means the password entered does not match the information we have on file. You will have three attempts to enter the correct password before your account is locked. If your account is locked, you will have the opportunity to establish a new password by clicking UNLOCK and following the onscreen prompts. After answering a security question, you will need to provide your Username, your SSN or TIN and your Account Number. Please contact us at 800-621-3979, Monday through Friday, 8:00 a.m. to 8:00 p.m. Eastern Time.

EXISTING USER- UNLOCK ACCOUNT

Why Did I get the 'Your Account has been Locked' Message? This message is displayed when the information entered does not match what is on file. For your security your account has been locked. Click UNLOCK and follow the steps to unlock your account. Please contact us at 800-621-3979, Monday through Friday, 8:00 a.m. to 8:00 p.m. Eastern Time.

EXISTING USER- WE ARE UNABLE TO VERIFY YOUR INFORMATION

Why did I get the 'We are unable to verify your information' Message? This message is displayed when the information entered does not match what is on file. For your security your account has been locked. Please contact us at 800-621-3979, Monday through Friday, 8:00 a.m. to 8:00 p.m. Eastern Time.

FORGOT/RESET PASSWORD

If you forgot your password, please click Forgot/Reset Password below the password field and follow the instructions on the Account Access: Forgot/Reset Password page.

LAST 4 DIGITS OF SSN/TIN

Please enter the last 4-digits of your Social Security Number or the Tax Identification number associated with your account.

ACCOUNT NUMBER

Please enter your Account Number exactly as it is displayed on your Account Statement.

FUND

Select one of your funds from the list displayed.

ZIP CODE

Enter your 5-digit zip code.

PASSWORD

This is the new password you will use each time you access your Baron Capital Funds account online. Your password is not case sensitive and must be 6-20 characters long and contain at least 2 numbers, 2 letters and 1 special characters (@,#,$, etc.).

Enter a password into the New Password field. Reenter the same password into the Verify New Password field.

A green check mark next to the password fields indicates a valid password.

Why is there a red X next to my New Password? You will see a red X next to the New Password field until your password meets all requirements.

Why is there a red X next to the Verify New Password field? You will see a red X next to the Verify New Password field until it exactly matches your new password.

When your new password setup and verification is complete, click Continue located at the bottom right of the page.