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In just three steps, you can open up a new account with The Tocqueville Trust.
- Read the Fund's prospectus carefully before you invest. You can view it on-line, download and print it or request one by mail.
- Print the Fund application form - see Choosing an Application Form below. After printing, complete the application, then sign and date where requested.
- Send us a check, made payable to The Tocqueville Trust, for the appropriate minimum investment along with your signed application. The minimum investment for a regular account is $1,000 and for a retirement account it is $250. If you prefer to wire your funds, then please see Methods of Payment below.
Choosing an Application Form
(Application forms are in PDF format. To read a PDF file, you must first have Adobe Acrobat Reader installed.)
Mutual Fund Purchase Application
Use this form for individual, custodial, trust, profit sharing or pension plan accounts. Do not use this form for IRA or SEP IRA accounts.
IRA Application
Use this form only for the registration of any IRA account (Individual, Rollover, SEP, SIMPLE, Roth, Conversion). If you need help deciding which IRA account to open, then please read the IRA Descriptions section.
IRA Transfer Form
Use this form when transferring funds from an existing IRA to The Tocqueville Trust IRA. If you are establishing a new account, you must also complete The IRA Application above.
If at any time you would prefer to receive a printed version of any of the documents listed, or need assistance in completing the forms, please call 1-800-697-3863 or fill in the form at Apply by Mail.
Methods of Payment
By Check
For a regular or retirement account, write a check made payable to:
The Tocqueville Trust. Then send your completed application and check to one of the following:
Regular Mail:
The Tocqueville Trust
c/o US Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701
Overnight Mail or Express:
The Tocqueville Trust
c/o US Bancorp Fund Services, LLC
615 East Michigan Street
Mutual Fund Services, 3rd Floor
Milwaukee, WI 53202
By Wire
To purchase by wire, call the Transfer Agent at 1-800-697-3863 between 9:00 a.m. and 6:00 p.m. Eastern Time on any day the New York Stock Exchange is open for business to get an account number and detailed instructions. For all accounts opened by wire transfer, you must then provide the Transfer Agent with a signed purchase application marked "Follow Up". Wired funds must be received prior to 4:00 p.m. Eastern Time to be eligible for same day pricing. Instruct your bank to wire funds to:
U.S. Bank N.A.
777 E. Wisconsin Ave.
Milwaukee, WI 53202 ABA #075-000022
Credit: US Bancorp Fund Services, LLC
Account #: 112-952-137
Further credit: The Tocqueville Trust [name of Fund]
Name of Shareholder and account number (if known)