|
Contacting Shareholder Services by E-Mail |
We pride ourselves on our rapid response time. 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) page before submitting an
e-mail.
To ensure client confidentiality, please do not include personal information, such as account numbers, Social Security numbers, passwords, or your PIN.
Do not use this email address to request purchases, exchanges, redemptions, or account changes.
|
|
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 781234
San Antonio, TX 78278-1234
|
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
|
|
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 shareholder services representatives are ready to assist you with any transactions concerning your fund account(s). Just by calling our toll-free number you can:
- open, transfer 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); or
- learn how to add, change or transfer an account registration.
|
|
Automated Telephone System
|
(800) US-FUNDS
(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 address on our voice mail system, and we'll immediately mail you a free information kit, including a prospectus and application, for any of our 13 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: Just a reminder: Our peak calling time is between 1 and 3 PM Central Time. Instead of waiting for a representative to make your exchange, use our automated system to move up to $50,000 between accounts with the same registration. Call before 3 pm Central Time (2 pm for the Gold Shares Fund and World Precious Minerals Fund) to get that day's closing price. You'll even receive a confirmation number to ensure that your trade is executed correctly.
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.
Gold Fund Trend, Market Conditions And This Week's Market Summary - Option 4
Option 1 - Gold fund
trend and market conditions: Updated 3 times daily: 9:30 am, 11:00 am and 1:30 pm Central Time. We'll give you up to the minute 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 market summary: A brief but in-depth look at the major movements in the world's markets.
Speak With An Investor Representative - Option 5
Portfolio Direct - Option 6
Who's managing your money? Each of our portfolio managers frequently updates his fund summary to provide you with current market movements, investment strategies and future prospects 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.
|
|
Local Shareholder Access
|
(210) 308-1222 |
Monday through Friday, from 7:30 a.m. to 7:00 p.m. (CST)
For those shareholders living in and around the San Antonio area.
|
|
No 800 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.
|
Text-Telephone Service for
the Hearing-Impaired
|
(800) 677-1212 |
Monday through Friday, from 7:30 a.m. to 7:00 p.m. (CST)
Through our Text-Telephone service, you can access closing prices and yield information.
|
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.
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. Foreign and emerging market investing involves special risks such as currency fluctuation and less public disclosure, as well as economic and political risk. 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.
The Dow Jones Industrial Average is a price-weighted average of 30 blue chip stocks that are generally leaders in their industry. The S&P 500 Stock Index is a widely recognized capitalization-weighted index of 500 common stock prices in U.S. companies. The Nasdaq Composite Index is a capitalization-weighted index of all Nasdaq National Market and SmallCap stocks.
|
Investment Professionals 