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The Tocqueville Funds Resource Center is your go-to destination for in-depth articles featuring analysis, financial industry insights, market trends, and expert commentary on value investing and mutual funds.
Our resource center is designed to provide investors, financial advisors, and market enthusiasts with valuable insights to navigate the ever-changing financial landscape.

Cost Basis Election

Form to set initial Cost Basis Method or change a previously elected method for non-IRA accounts.

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Change of Registration Form

Form to change the registration of non-IRA accounts (e.g. Indvidual to Joint, removing/adding owners, relinquishing UMTA/UGMA account to former minor, gifting shares)

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