How to Invest in the IPO Plus Fund
Minimum initial investment is $5,000 for a regular account or $2,500 for an IRA. You can invest directly with the IPO Plus Fund or buy fund shares through major brokerage firms.
Invest Directly with the IPO Plus Fund
Open an account
Add to an existing account
*Find out more about the benefits to online investing.
Invest Through Major Brokerage Firms (click below)
TDAmeritrade
CharlesSchwab
FidelityInvestments
Or contact your current broker to see if the IPO Plus Fund is available.
Have Questions?
Call us toll-free at 1-888-IPO-FUND (1-888-476-3863) Monday-Friday.
More Information
About Prospectus