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Mutual Fund » Open an Account

Open an Account


The mutual fund of the Tocqueville Trust is available for purchase directly through the transfer agent, US Bancorp Fund Services, as well as through brokerage accounts at select authorized institutions.  

 

The portfolio of the Tocqueville Trust may be offered only to persons in the United States and by way of a prospectus, and are not available to investors residing outside of the United States.
 

Read the prospectus carefully before you invest.  If you have questions or would like more information please CONTACT US or speak to your Financial Advisor.    

 

CLICK HERE to request a prospectus and account application BY MAIL.  

 

TO OPEN AN ACCOUNT TODAY

 

1) Read the prospectus carefully.

 

2) Download and fill out the appropriate application based on the type of account you would like to open.  

- REGULAR: individual, custodial, trust, profit sharing or pension plan accounts. Do not use this form for IRA or SEP IRA accounts.

- IRA: Use this form only for the registration of any IRA account (Individual, Rollover, SEP, SIMPLE, Roth, Conversion).  You must complete the IRA TRANSFER FORM in addition to the IRA application if you are transfering funds from an existing IRA to the Tocqueville Trust.

 

3) Mail the forms and check (unless paying via wire) to address listed at the top of the applications.

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19th Floor
New York NY 10019
212.698.0800

© 2022 Tocqueville Asset Management L.P.

Tim Steele is an artist living in New York City and the founder of Tim Steele Design. As a career artist, he has also expanded into the related disciplines of interior design and contemporary structures. 
 

With solo and group exhibitions spanning 20 years, Tim’s abstract pieces are shown in galleries, public spaces and in private collections around the world. An extension of his painting, his interior work includes NYC apartments, private homes, executive offices and entire commercial floors. With an interest in utilizing recycled and new materials, Tim is also creating modular structures that are based on shipping containers.

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Artwork: Tim Steele, New York NY