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

For corporate or other institutional/entity accounts, please visit the Invest Through the Mail section of our website.

U.S. PATRIOT Act Notice

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. To open your account, we require your name, address, date of birth, and other information that will allow us to identify you. Shares of the Dodge & Cox Funds are registered for sale to U.S. residents only. You must provide your valid U.S. address when opening an account.

Prospectus Certification

During the account opening process, you will be required to certify that you have received and read the current Dodge & Cox Funds prospectus and/or the summary prospectus for each Fund in which you plan to invest.

IRA Disclosure Statement and Custodial Agreement (for IRA's Only)

At least seven days prior to opening an IRA, you must have read the Dodge & Cox Funds - UMB Bank, n.a. Individual Retirement Account Disclosure Statement and Custodial Agreement. You will be required to certify that you have done so as part of the account opening process. You may not revoke the establishment of your Dodge & Cox Funds IRA account after the Funds' Custodian has established the account.