Open an Account
Follow these steps to open an account. If you need assistance with filling out a form, please call Shareholder Services at 800-576-7498.
- Read the Summary Prospectus or Statutory Prospectus carefully. You may download the Summary Prospectus or the Statutory Prospectus or request a paper copy to be sent to you by U.S. mail: click here. The Summary Prospectus and Statutory Prospectus contain additional specific information on opening an account. The section headings contained in the Summary Prospectus are linked to the Statutory Prospectus and Statement of Additional Information for additional detail. Documents meet regulatory requirements when viewed using Internet Explorer. You may also view the XBRL filing of the Risk/Return Summary.
- To open a Regular Account, print and complete the New Account Application (non-IRA), or for legal entities, print and complete the Entity Account Application and Certification of Beneficial Owners (non-IRA). Please refer to the Cost Basis Reference Guide for any questions regarding selecting a cost basis method. Mail the application form with your check made payable to the Greenspring Fund to the address shown below in step #4. If you are a financial intermediary as defined by Rule 22c-2, please download and complete the Shareholder Information Agreement and include it with your application. You may review this list for those financial intermediaries which currently have an agreement in place with the Fund’s distributor.
You can also make an initial investment by wiring funds to U.S. Bank, N.A. A fee may be charged by U.S. Bank for this service. Before wiring your funds, a completed New Account Application is required. You can mail or overnight deliver your application to U.S. Bank, and upon receipt, an account will be established for you. It is necessary to obtain the new account number as it is part of the instructions to send the wire.
The wiring instructions are:
U.S. Bank, N.A.
777 East Wisconsin Avenue
Milwaukee, WI 53202
Credit: U.S. Bancorp Fund Services, LLC
Further credit: Greenspring Fund (Your name) (Your account number)
- To open an IRA account, obtain the forms from “IRA Materials” in the “Open an Account” section for the type of account you are opening.
To transfer or roll over IRA account assets, fill out the appropriate forms and mail them along with the application to the address shown below.
If you are retiring or changing jobs, your 401K plan and other qualified plan assets may be rolled over to a Traditional IRA in the Greenspring Fund.
Mail the account application form with your check made payable to the Greenspring Fund to the following address:
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701
c/o U.S. Bancorp Fund Services, LLC
615 E. Michigan St., 3rd Floor
Milwaukee, WI 53202-5207
You may also purchase shares of the Greenspring Fund with no transaction fee through Charles Schwab OneSource, Fidelity Funds Network, TD Ameritrade and E*Trade. The Fund is also available with a transaction fee through Pershing. In addition, Greenspring Fund has operating agreements with many regional brokerage houses.
U.S. Bank, N.A., custodian for Greenspring Fund accounts, charges a $15 annual fee for the maintenance of a Traditional, ROTH, SEP, and SIMPLE IRA account, and a Coverdell Education Savings account.
To prevent fraud, the Fund will not accept third party checks, Treasury checks, credit card checks, traveler’s checks or starter checks for the purchase of shares. All checks must be in U.S. dollars drawn on domestic banks.
- $2,500 Regular Accounts
- $1,000 Automatic Investment Plan/UGMA/IRAs
- $1,000 Coverdell ESAs