Investing with Zacks Funds is quick and easy. Just follow these steps and you'll be on your way.
Zacks Funds are also available to investors with brokerage accounts at Charles Schwab, Fidelity, E-Trade, Scottrade, TD Ameritrade and FOLIOfn.
You can open your account in just minutes! Our online system will walk you through 4 simple steps
Open by mail
To open an account by mail, please complete these 3 steps.
1. Download and complete an application.
- IRA Account Application (Text Link To IRA Application PDF)
- Account Application for All Other Account Types (Text Link to Application PDF) (Individual, Joint, Trust, Corporate, UGMA, UTMA)
2. Print, sign and include your check for the minimum investment of $2,500 or more (or $1,000 for IRA accounts).
3. Mail to:
c/o UMB Fund Services
803 West Michigan St.
Milwaukee, Wisconsin 53233
Open an account with your financial advisor.
Many firms can set you up with Zacks Funds in your existing brokerage account. Ask your advisor about Zacks Funds Today.