How to Invest
It’s easy to begin investing directly with U.S. Global Investors.
You can apply right now online, print an application and mail it to us, or request that an investment kit be sent to you.
First, please be sure to review our prospectus.
Open By Mail
Download an application. Simply fill it out and mail it back with your initial investment.
Choose your application:
- General Account Application (for individual, joint, UTMA and all other non-retirement accounts)
- Transfer on Death (TOD) Account Application (for an individual or joint account with a TOD designation)
- IRA Application (for Traditional, Roth Rollovers, SEP and SIMPLE IRAs)
Send your application and check to:
U.S. Bancorp Fund Services
c/o U.S. Global Investors Funds
PO Box 701
Milwaukee WI 53201-0701
U.S. Global Investors Funds can also be purchased through financial intermediaries, such as Schwab, Fidelity, TD Ameritrade, Pershing and many more.
You’ll find answers to many questions about new accounts in the FAQs. Or give us a call at 1-800-US-FUNDS (800-873-8637). We’re happy to help you get started.
Request an Investment Kit
If you would prefer to receive a U.S. Global Investors Funds prospectus and application in the mail, just fill out the brief online request form or call us.
Our ABC Investment Plan® makes it easy and affordable to begin investing in our funds. For those that commit to investing monthly with us, we reduce our minimum initial investment to just $1000. Learn more about achieving your financial goals with the ABC Investment Plan®.