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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.

Separately Managed Accounts Forms

Are you interested in opening a Separately Managed Account? If so, please see the forms below to establish an ICON SMA directly through ICON with Charles Schwab as the custodian. Our SMAs are also available on Envestnet's Separately Managed Accounts Platform and Charles Schwab's Access Managed Account Program. If you would like more information about these platforms, please contact our Internal Sales Desk at 1-800-828-4881 or email us at info@iconadvisers.com.

Call us at 1-800-828-4881 if you need assistance. If you order printed materials, they will arrive in two to four business days.

Don’t have Adobe Acrobat Reader? Download it now so you can access PDFs of all of our materials. 




Please contact ICON at 1-800-828-4881 to obtain additional Charles Schwab forms if the documents available below do not provide certain account instructions and/or a desired account registration.
Investments in separately managed accounts, like all investments, involve certain risks, including the risk of loss of principal, which will vary depending on the securities selected. Managed accounts are subject to other risks including, but not limited to the risk of a concentration in sectors, industries, asset classes, or geographic regions.

Please click here for the most recent copy of ICON's Form ADV, Part II.

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.