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Everything you need to open an account in an ICON Fund is right here.
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ICON currently does not allow online transactions. To make a purchase, please
print, sign, and mail the appropriate application with your investment check.
For exchanges and redemptions, call us at 1-800-764-0442.
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Looking to add to an existing account?
To make an additional investment in your ICON Fund account, send a check
payable to “ICON Funds” and a purchase stub from your most recent confirmation
or quarterly statement to ICON Funds at the address shown below. If you do not
have a purchase stub, simply send a check with the Fund name and your account
number. For IRA accounts, please indicate the contribution year.
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Don't have Adobe Acrobat Reader?
Download it now so you can access PDFs of all of our materials. |
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Review the Prospectus and SAI
 ICON U.S. Diversified Equity Funds Prospectus (PDF)
ICON International Funds Prospectus (PDF)
ICON Sector Funds Prospectus (PDF)
ICON Class A Prospectus (PDF)
Statement of Additional Information (ICON Sector and International Funds) (PDF)
Statement of Additional Information (ICON U.S. Diversified Equity Funds) (PDF)
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Print, thoroughly complete, and sign the appropriate account application.
New Account Application Class C, I, S Shares (PDF)
New Account Application Class A Share (PDF)
IRA Application Class C, I, S Shares (PDF)
IRA Application Class A Shares (PDF)
Coverdell Account Application Class C, I, S Shares (PDF)
Coverdell Account Application Class A Shares (PDF)
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Read and complete additional forms as needed.
IRA Transfer Form Class C, I, S Shares (PDF)
IRA Transfer Form Class A Shares (PDF)
IRA Disclosure Statement and Custodial Agreement (PDF)
Automatic Investment Plan Application (PDF)
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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 after you've mailed an account application:
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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Account Opening Help
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For mutual fund account opening assistance, call us at 1-800-764-0442, Monday through Friday, 8 a.m. - 5 p.m. Central time.
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Reminders
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 Complete all required information.
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Enclose a check payable to “ICON Funds.” |
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Include a voided blank check, if applicable. |
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Sign the application. |
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Investment Checks
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Remember to have investment checks made payable to ICON Funds. Cashier’s checks, third-party
checks, and starter checks are not accepted due to anti-money laundering requirements.
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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 and the statement of additional information contain this and other information about the Funds; please read the prospectus and the statement of additional information carefully before investing.
ICON DistributorsSM, Distributor
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