1. Select a fund, and obtain and read the prospectus carefully.

2. Obtain and read the custodial agreement(s) related to the account(s) you wish to open.

  Individual Retirement Plan and custodial Account

  Roth IRA Custodial Agreement

  Coverdell Education Savings Account Custodial Agreement

  SIMPLE Individual Retirement and Custodial Account Agreement

  403(b) Custodial Account Agreement

If you would like to receive a prospectus and an IRA Investment Kit by mail, simply call 1-800-US-FUNDS and we will mail this information to you immediately.

3. Choose the type of account you want to open.

Regular IRA Account

Roth IRA Account

Rollover IRA Account

Education Savings Account

SEP-IRA Account

SIMPLE IRA Account

403(b) Custodial Account

If you would like to receive an application and an Investment Kit by mail, simply call 1-800-US-FUNDS and we will mail this information to you immediately.

Our IRAs and 403(b) custodial accounts have no minimum initial investment.

Please consider carefully the fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus by visiting www.usfunds.com or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Distributed by U.S. Global Brokerage, Inc.

An investment in a money market fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

Foreign and emerging market investing involves special risks such as currency fluctuation and less public disclosure, as well as economic and political risk. Gold funds may be susceptible to adverse economic, political or regulatory developments due to concentrating in a single theme. The price of gold is subject to substantial price fluctuations over short periods of time and may be affected by unpredicted international monetary and political policies. We suggest investing no more than 5% to 10% of your portfolio in gold or gold stocks. Investing in small- and mid-cap stocks may be more risky and more volatile than investing in large-cap stocks. Tax-exempt Income is federal income tax free. A portion of this income may be subject to state and local income taxes, and if applicable, may subject certain investors to the Alternative Minimum Tax as well. Bond funds are subject to interest-rate risk; their value declines as interest rates rise.