Everything you need to open a new ICON account is right here.
You can also open an ICON Fund account via a Mutual Fund Platform.
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1) Review the Prospectus and Statement of Additional Information ICON U.S. Diversified Equity Funds Prospectus ICON International Funds Prospectus ICON Sector Funds Prospectus ICON Class A Prospectus Statement of Additional Information (Sector and International Funds) Statement of Additional Information (U.S. Diversified Equity Funds)
2) Print, thoroughly complete, and sign the appropriate account application. New Account Application - Sector Funds, U.S. Diversified and International Funds Class C, I, S Shares New IRA Account Application - Sector Funds, U.S. Diversified and International Funds Class C, I, S Shares Coverdell Education Savings Account Application - Sector Funds, U.S. Diversified and International FundsClass C, I, S Shares
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3) Read and complete additional forms as needed.
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4) Mail the application and investment check. Minimum initial investment is $1,000 or $100 if an Automatic Investment Plan is authorized. Mail completed applications and enclose an investment check payable to “ICON Funds” to:
ICON Funds P.O. Box 55452 Boston, MA 02205-8165
Or via overnight mail to: ICON Funds 30 Dan Road Canton, MA 02021-2809
Or by wire to: State Street Bank and Trust Company ABA# 011000028 Attn: Custody DDA# 99056673 225 Franklin Street, Boston, MA 02110 Credit: Name of ICON Fund Further Credit: Your Name and Account Number
There is no fee for incoming wires, although ICON assesses a $15 fee for wire redemptions.
We will return your application if any required information is not completed.
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There are risks involved with mutual fund investing, including the risk of loss of principal. There is no assurance that the investment process will consistently lead to successful results.
Programs of regular investing do not assure a profit or protect against a loss in declining markets. Since these programs involve continuous investments in Fund shares regardless of fluctuating price levels, you should consider your ability to continue purchases through periods of low price levels before investing through such a plan.
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
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