How do I buy shares for my existing account?
You can purchase shares online, by telephone, or by regular mail. For security reasons we are unable to accept instructions to purchase shares via e-mail.
Online
Access your account, select the fund you want to purchase by clicking the “Fund Detail” button. Select the “Fund Transaction” tab and click on “Purchase” from the drop-down list.
If you do not have bank information on file to purchase shares online, you can add bank information to your account, by going to the Portfolio Summary page, selecting the “Portfolio Maintenance” tab and clicking on the “Add Bank Information” from the drop-down list.
By Telephone
You can call and speak to an Investor Representative at 1-800-US-FUNDS (1-800-873-8637) during our normal business hours (Monday through Friday, 7:30 AM to 7:00 PM CT) and request to purchase shares utilizing bank account information on file for online purchases.
Any registered account owner can call toll free to speak with an Investor Representative. Our hours of operation are Monday – Friday, 7:30 AM to 7:00 PM CT.
The funds will employ reasonable procedures to confirm that instructions communicated by telephone are genuine. Before any discussion regarding your account, we will obtain certain information from you to verify your identity. The funds will not be responsible for any claim that a transaction taken by any party to the fund account was not authorized by other parties on the fund account. Additionally, your telephone calls may be recorded or monitored, and confirmations of account transactions are sent to the address of record.
By Mail
To open an account, send your application and check to:
Regular Mail
Shareholder Services
U.S. Global Investors Funds
P.O. Box 659405
San Antonio, TX 78265-9604
Overnight Mail
Shareholder Services
U.S. Global Investors Funds
7900 Callaghan Road
San Antonio, TX 78229
To add to your account, send your check and deposit slip to either address stated above. If you need deposit slips, you can download them on our Forms & Applications page.
To open a new fund in your existing account, please mail your check for the initial investment amount and note the fund name you wish to open.
By Bank Wire
To fund your account by wire, please call an Investor Representative at 1-800-873-8637 for wiring instructions. Representatives are available Monday–Friday, 7:30 AM to 7:00 PM CT.
Shares of the U.S. Government Securities Savings Fund and the U.S. Treasury Securities Cash Fund are eligible to receive dividends beginning on the first business day after the wire has been received and accepted by U.S. Global Investors Funds.
By Automatic Investment—ABC Investment Plan®
Purchases received by Automatic Investment, through the ABC Investment Plan®, may be established by completing the appropriate sections on the initial application or by completing the ABC Investment Plan® Enrollment Form. Purchases received through the ABC Investment Plan® are not available for redemption for ten business days or once we receive written confirmation from the issuing bank when your draft clears, whichever is earlier. An ABC Investment Plan® may also be established online. Please call an Investor Representative at 1-800-US-FUNDS (1-800-873-8637) for further instructions.
Fax /Email
U.S. Global Investors Funds does not accept purchase instructions via fax or email.
U.S. Global Investors Funds will charge you $25 if a check or ACH investment is returned unpaid due to insufficient funds, stop payment or other reasons and you will be responsible for any loss incurred by the fund. To recover any such loss or charge, the funds reserve the right to redeem shares of any affiliated funds that you own.
Investments received prior to 3:00 PM CT time will be invested at the closing price on the date received. Investments received after 3:00 PM CT will receive the next business day’s closing price.
A program of regular investing doesn’t assure a profit or protect against loss in a declining market. You should evaluate your ability to continue in such a program in view of the possibility that you may have to redeem fund shares in periods of declining share prices as well as in periods of rising prices.