There are several ways you can open a Westport Funds mutual fund account. Before deciding how to invest or send money, please read the Funds' prospectus carefully. If you need help in opening a new account, please telephone Shareholder Services at 888-593-7878, Monday to Friday 8:00 am to 8:00 pm Eastern Time.
We now offer the ability to open a new account online through the Westport Funds website. Cick on the grahic to begin.
To open an account directly with the Westport Funds by mail,
CLICK HERE TO BEGIN, or order the required materials by telephoning Shareholder Services at 888-593-7878. Mail your completed application, along with a check payable to "The Westport Funds" - to our mailing address:
The Westport Funds
P.O. Box 2175
Milwaukee, WI 53201-2175
To open a Coverdell Education Savings Account, contact Shareholder Services at 888-593-7878 to request the appropriate application.
If you would like to purchase additional fund shares for your existing account(s) via wire transfer, please do the following:
Have your bank send your investment to:
- UMB Bank, N.A.
- ABA Number 101000695
For credit to The Westport Funds
- Account Number 9871691470
For further credit to:
- (name of fund)
- Your Westport Funds account number
- Name(s) of investor(s)
- Social security or tax ID number
The Westport Funds are available for purchase through financial advisors, or through mutual fund supermarkets such as Charles Schwab Mutual Fund OneSource® and Fidelity FundsNetwork®.
|
