Open an Account
The mutual fund of the Tocqueville Trust is available for purchase directly through the transfer agent (TA), US Bancorp Fund Services, as well as through brokerage accounts at select authorized institutions.
The portfolio(s) 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.
Purchase a Fund Today
Option 1
Sign In to an existing Tocqueville Trust account and follow the instructions to purchase additional shares.
Option 2
Open a new direct account with the Tocqueville Trust TA.
Download and fill out the appropriate application based on the type of account you would like to open.
I. REGULAR:
For individual, joint and UTMA (minor) accounts
II. ENTITY:
For corporate, partnership, LLC and other entity accounts
III. IRA:
For Individual, Rollover, SEP, SIMPLE, Roth and Conversion IRA accounts. A IRA TRANSFER FORM must also be submitted if transferring funds from an existing IRA to the Tocqueville Trust.
Mail the forms and check (unless paying via wire) to the address listed at the top of the applications.
Option 3
Buy shares through a self-directed brokerage account or discuss purchasing shares with a Financial Advisor.