Invest With Us
Whether you’re a loyal long-time shareholder or a newcomer to our funds, we want to make investing with us easy and enjoyable. Here you’ll find the prospectus for our funds, forms you may need to make changes to your accounts and applications for new accounts.Request An Investment Kit
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.
Using our secure online account application, you can get started right away!
Open By Mail
Download an application. Simply fill it out and mail it back with your initial investment.
Choose your application:
- Account Application (for individual, joint, UTMA, and all other non-retirement accounts)
- IRA Application (for Traditional, Roth Rollovers, SEP and SIMPLE IRAs)
Send your application and check to:
U.S. Global Investors Funds
PO Box 588
Portland, ME 04112
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.Learn More
Details on investment objectives, strategies, performance, distribution policy, fees, and fund management.View the Prospectus
Forms & Applications
These are the most commonly requested applications and forms. If you’re not sure which form you need, give us a call. Be sure to review the prospectus before submitting an account application. Please send the signed and completed forms to:
U.S. Global Investors Funds
PO Box 588
Portland ME 04112
Click the type of form you wish to download:
Establish a non-retirement investment account (e.g., Individual, Joint, UTMA, Corporate, Entity)
Establish an IRA account. Please review the applicable custodial agreement:
Account Maintenance Forms
Update your dividend and capital gain distribution instructions, telephone transaction options, bank information, and add beneficiary or Transfer on Death instructions.
Transfer or reregister all or a portion of an existing non-retirement account.
The Non IRA Redemption Form is for use with non-IRA accounts. It may be used in lieu of hand-written instructions for investors who do not have phone redemption privileges.
Retirement Account Forms
Request a distribution from your IRA.
Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions
You’ll find answers to many commonly asked questions here. And if you don’t find the answer you’re looking for, give us a call. We’re happy to help. Choose a tab above for the topic you have a question about.View the Faq
ABC Investment Plan
Fund your financial goals affordably
With just a small initial investment and an affordable monthly contribution, you can begin investing in the U.S. Global Investors Funds using the ABC Investment Plan®. The ABC Investment Plan® is an automatic investment plan that uses the advantages of dollar-cost averaging—an investment technique that lets you invest a fixed amount in a specific investment at regular intervals—together with financial discipline to help you work towards your financial goals.
The Plan also eliminates the guesswork involved in market timing. Over time you will automatically purchase more shares when their price is low and fewer shares when their price is high. Of course, no investment plan can guarantee a profit or protect against a loss in a declining market. And you should evaluate your financial ability to continue in such a program in view of the possibility that you may need to redeem fund shares in periods of declining share prices as well as in periods of rising prices.
Investment minimums with the ABC Investment Plan® are just $1000 initially and $100 per month, for each fund.
You choose the day of the month you want your investment automatically transferred from your savings or checking account to your ABC Investment Plan®.
You can enroll in the ABC Investment Plan® on your new account application.
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March 13, 2023