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Contacting Shareholder Services by Phone

Client Services - (800) 873-8637

Monday through Friday, from 7:30 a.m. to 7:00 p.m. (CST)

Our Investor Representatives are ready to assist you with transactions concerning your fund account(s). Calling our toll-free number you can:

  • open, exchange or close accounts
  • confirm your current account balance (in both dollar and share values)
  • find answers to your questions on tax reporting and individual retirement accounts (IRAs)
  • request forms
  • wire funds to an existing account
  • order new checks (if you are invested in either of our money market funds)
  • learn how to add, change or transfer an account registration

Q. How do I access my account on your automated telephone system?

Automated Telephone System
(800) US-FUNDS, Option 2
(800) 873-8637

Available 24 hours a day

Our automated telephone system is a convenient, automated service that provides you with the following options:

  • Free Information Kit (Option 1)
    Just leave your name and phone number on our voice mail system, and we’ll contact you to send a free information kit, including a prospectus and application, for any of our no-load mutual funds.
  • Automated Account Access (Option 2)
    • Option 1, Balances and recent transactions: All you need to access your account is your 14 digit account number (the 3 digit fund number and 11 digit account number) and your personal identification number (PIN). (If you are a first time user, please call an Investor Representative to obtain your PIN.) Find out your account balance, what checks have cleared, if your deposit has arrived yet or if a redemption request has been processed.
    • Option 2, Automated exchanges: Instead of waiting for a representative to make your exchange, use our automated system to move up to $50,000 between identically registered accounts. Call before 3:00 PM Central Time to get that day’s closing price. You’ll receive a confirmation number to ensure that your trade is executed correctly. Just a reminder: Our peak calling time is between 1:00 and 3:00 PM Central Time.
  • Fund Closing Prices and Yields (Option 3)
    • Option 1, Stock fund prices: Daily closing prices for all of our equity funds
    • Option 2, Bond fund prices and yields: 30-day SEC yield for our Tax Free Fund and Near-Term Tax Free Fund
    • Option 3, Money market yields: The 7-day current and effective yield for our U.S. Treasury Securities Cash Fund and U.S. Government Securities Savings Fund
    • Option 4, Market indexes: Daily closings of Spot Gold, London Gold, Dow Jones, S&P 500, NASDAQ and GROW
    • Press # for a complete listing of fund prices.
  • The Trend, Market Conditions And This Week’s Investor Alert (Option 4)
    • Option 1, The trend and market conditions: Updated 3 times daily: 9:00 AM, 11:00 AM and 1:30 PM Central Time. We’ll give you updated information on activity in the gold market and other indexes. We are dedicated to providing you with the most accurate information available.
    • Option 2, This week’s Investor Alert: An in-depth look at the major movements in the world’s markets.
    • Speak With An Investor Representative (Option 5)
  • Portfolio Team’s Commentary (Option 6)
    Who’s managing your money? Our portfolio managers provide a summary of market movements, investment strategies and future opportunities that directly relate to your investment.
    • Option 1, Gold and Natural Resource Funds
    • Option 2, Global and Emerging Market Funds
    • Option 3, Domestic Growth Funds
    • Option 4, Money Market and Tax Free Funds
    • Press 0 to Speak With a Representative

Press “*” at any time to return to the previous menu.

 

Contacting Shareholder Services by E-Mail

Please send a message to the e-mail address below and an Investor Representative will respond to your message within one business day. Please refer to our Frequently Asked Questions (FAQ) pages before submitting an e-mail.

To ensure client confidentiality, please do not include personal information, such as account numbers, Social Security Number, passwords or your PIN.

Do not use this email address to request purchases, exchanges, redemptions or account changes.

shsvc@usfunds.com

 

Contacting Shareholder Services by Mail

Questions, application and other forms, requests to add or change account options, and correspondence directed to specific individuals or departments should be sent to:

U.S. Global Investors
P. O. Box 659405
San Antonio, TX 78265-9604

 

Special Delivery Mail

To avoid unnecessary delays, we request that you refrain from sending purchases to any of our post office boxes via registered, certified and overnight mail.

Please address mail sent via special delivery to:

U.S. Global Investors
7900 Callaghan Road
San Antonio, TX 78229

Local Shareholder Access (210) 308-1222

Monday through Friday, from 7:30 a.m. to 7:00 p.m. (CST)

For those shareholders who cannot access a toll-free "800" number.

 


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