Address
Account Owner Information
New Account Set Up
New Account Set Up is not supported by the Fund Company.
Please call us at 1-800-OAKMARK (625-6275). Our Investor Service Representatives are available Monday to Friday, 8 am to 6 pm Eastern Time.
New Account Eligibility
Information
Warning
TBD.
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Are You Sure You Want to Cancel This Request?
Cancelling this request will delete all of the information you have entered.
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Guest Login
Important Information
To open a corporate, trust, or other type of account, please complete and mail a paper new account application.
Federal law requires all financial institutions, including mutual funds, to obtain, verify and record information that identifies each person who opens an account. Each Fund generally is available for purchase only by residents of the United States, Puerto Rico, Guam, and the U.S. Virgin Islands. You must provide a U.S. address when opening an account online.
Prospectus Certification
Prospectus CertificationDuring the account opening process, you will be required to certify that you have received and read the current Oakmark Funds prospectus and/or the summary prospectus for each Fund in which you plan to invest.
Prior to opening an IRA, you must read the Oakmark Funds' IRA Disclosure Statement and Custodial Agreement. Prior to opening a Coverdell Education Savings Account, you must read the Oakmark Funds' Coverdell Education Savings Account Disclosure Statement and Custodial Agreement.
Select Your Fund(s)You may view the fund profile by selecting the fund name below. Jump to a Fund:
No Funds Found
* 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.
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 |
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Log In Help
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.
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.
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 Oakmark Funds 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.