Applications and Forms

The following applications and forms may be used to establish a new Portfolio 21 account or make changes to your existing account.

If you have questions, you may find more information about how to open an account, find answers to frequently asked questions, or by reading our fund documents.

Please contact us if we can provide additional help.  We welcome your feedback and look forward to serving you.

Please read before investing:
Statutory Prospectus

Summary Prospectus

Applications

Mutual Fund Accounts

Account Application

  • For Individuals, Joint Owners, Custodial Accounts for Minors, Trusts, Corporations, or other Organizations
  • PORTX/retail shares:  minimum investment of $5,000, or $1,000 with Automatic Investment Plan
  • PORIX/institutional shares:  minimum investment of $1 million

Retirement Accounts

Traditional or Roth IRA Application

  • For Traditional IRAs, Roth IRAs, or Rollover IRAs
  • PORTX/retail shares:  minimum investment of $1,000

Employer-Sponsored Retirement Accounts

SEP IRA or SIMPLE IRA Application

  • For SEP IRAs or SIMPLE IRAs
  • PORTX/retail shares:  minimum investment of $1,000

Coverdell Education Savings Accounts

Coverdell Education Savings Account Application

  • For education savings accounts for minors
  • PORTX/retail shares:  minimum investment of $1,000

Forms

IRA Transfer or Direct Rollover Form

IRA Transfer or Direct Rollover Form

  • Use this form to transfer your existing IRA or 401(k) to Portfolio 21.

IRA Distribution Form

IRA Distribution Form

  • Use this form to take distributions from your Portfolio 21 IRA.

Fund Documents

Prospectus

Statement of Additional Information

Annual and Semi-Annual Reports

IRA and CESA Disclosure

If you are unable to print an application or form from our website, please contact us.  We would be happy to send one to you.

Automatic Investment Plans do not assure a profit and do not protect against loss in declining markets.

Notice

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