Open an Account

Thank you for your interest in becoming a Portfolio 21 shareholder.

Please contact us if you have any questions.  We welcome your feedback and look forward to serving you.

Step 1.  Choose your Account Type

Mutual Fund Account

  • 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 $100,000

Retirement Account

  • For Traditional IRA, Roth IRA, Rollover IRA, or Employer Sponsored IRAs (SEP or SIMPLE)
  • PORTX/retail shares:  minimum investment of $1,000

Coverdell Education Savings Account

  • PORTX/retail shares:  minimum investment of $1,000

Step 2.  Select your Application

Applications are available in PDF format

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

Step 3.  Print it and fill it out

Step 4.  Mail it to the address provided on the form

 

You may also invest in Portfolio 21 in your brokerage or retirement account

Portfolio 21 is available through many brokerage platforms, employer-sponsored retirement plans, financial planners, and investment managers, including Charles Schwab, Fidelity, and E*Trade.

If you wish to purchase Portfolio 21 in your investment account, provide your company with Portfolio 21's symbol (retail shares: PORTX, or institutional shares: PORIX).  Portfolio 21 is also offered by Social(k), a retirement plan platform providing socially and environmentally responsible investments.

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

Notice

I understand and would like to proceed. »