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All completed Mutual Fund Allocation Portfolio, High-Net-Worth and Separtely Managed Account forms and required documents should be sent to:

ICON Advisers, Inc.
Attn: Operations Department
5299 DTC Boulevard,
12th Floor
Greenwood Village, CO 80111

If opening an account to be custodied at Charles Schwab, please contact us at 1-800-828-4881 for additional instructions.

Order Forms and Literature

We make doing business with ICON easy by posting all of the forms and literature you need to get started. All of our forms are fillable, so you can type in your information and print the form out to sign it.

You will need Adobe Acrobat Reader to view our form and literature. Don’t have Adobe Acrobat Reader? Download it now so you can access PDFs of all of our materials.

For Investment Professionals

Looking to open an ICON Mutual Fund Allocation Portfolio, Mutual Fund, or Separately Managed Account? If so, please select from the links at the right for all the documents you need to open an account, request a transfer or distribution or to make account maintenance changes, as well as to view performance reports, quarterly fact sheets and GIPS reports.

ICON also makes its forms available on both LaserApp and Quik! Forms.

For Individual Investors

To open an ICON Mutual Fund or to service your existing ICON Mutual Fund, please select the Mutual Fund Forms link at the right. You will find prospectuses, annual and semiannual reports and fund fact sheets on the Mutual Fund Literature page.

For Institutional Investors

Please contact ICON's Institutional Sales department to discuss opening an ICON Domestic Core Equity Portfolio or any of ICON's Institutional Products.
Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. There is no assurance that the investment process will consistently lead to successful results.

ICON Advisers, Inc. (“ICON”) is a registered investment adviser incorporated in 1991. ICON’s disciplined, quantitative investment system utilizes sector and industry rotation to invest in U.S. and foreign securities of any market capitalization. ICON offers its disciplined, quantitative investment system across a wide range of portfolio solutions, including mutual fund allocation portfolios, diversified and sector mutual funds, as well as diversified and concentrated separate accounts.

Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus, summary prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus, summary prospectus and the statement of additional information carefully before investing. ICON DistributorsSM, distributor

ICON Funds are offered only to U.S. citizens or residents of the U.S., and the information on this Website is intended only for such persons. Nothing on this Website should be considered a solicitation to buy or an offer to sell shares of any ICON Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.