To open an account at Eventide Funds, please review the prospectus and familiarize yourself with our product offerings. Please note that only our mutual fund products are available when investing with us directly.
Eventide offers the following accounts:
Individual (Taxable)
Joint Tenants (Taxable)
UTMA/UGMA
Traditional IRA (Retirement)
Roth IRA (Retirement)
Coverdell ESA
Account applications can be submitted online. After you create a web user profile through the link above, you will be guided through a ten-step account creation process:
Select Account Type
Account Registration
Address
Bank Info (Optional)
Initial Funding (Optional)
Automatic Investments (Optional)
Document Delivery (preferred delivery method for Statements, Confirms, Tax Forms, etc.)
Review & Verify
Disclaimers
Confirmation (View Account Number for new account created and download forms.)
For accounts involving the rollover of funds from a 401(k), or another IRA, the application process requires:
If you do not already have one, open an IRA Account with Eventide online.
For IRA or 401(k) accounts, download and complete the IRA Transfer of Assets Form which will be provided in the online account creation process.
Submit the IRA Transfer of Assets Form and most recent Account Statement (from current account custodian) to shareholder services.
For standard accounts the application process requires:
If you do not already have one, open a standard account online.
As a part of this process you will download and complete the Non-Qualified Transfer Of Assets Form.
Submit the Transfer Form and most recent Account Statement (from current account custodian) to shareholder services.
Mailing Address: Regular Mail: Eventide Funds PO Box 46707 Cincinnati, OH 45246
Overnight Mail: Eventide Funds 225 Pictoria Dr, Suite 450 Cincinnati, OH 45246
With any questions, do not hesitate to call us toll free at: 877-771-3836 x1.