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User SetUp Form



If you are an INDIVIDUAL INVESTOR and wish to get online access, click here.

If you’re having trouble getting online access, please call 1-800-828-4881, 7 a.m. to 5 p.m. Mountain time, Monday–Friday.

Provide Information About Yourself * required
Please provide your full name and a valid business e-mail address. We will not use your e-mail address without your permission.

First Name*:  
Last Name*:  
E-mail*:  
 
Security Questions: To validate your access


To validate your request for INVESTMENT PROFESSIONAL account access, you will need your CRD number as assigned by FINRA, the ICON PIN mailed to you by ICON, and a tax identification number and associated account number of any one of your client's ICON accounts.

Rep CRD #*:  
Rep PIN*:  
Client Tax ID*:  
Tax ID Type*:
 
Client Account #*:  
Security Question*:  
Security Answer*:  
Look up your CRD number online using FINRA BrokerCheck. The first page you will see is a consent form.
Your ICON PIN will arrive to you in a letter from ICON Advisers. If you do not receive it, call 1-800-828-4881, 7 a.m. to 5 p.m., Mountain Time, Monday-Friday.
For the Tax ID number, dashes or spaces are not necessary.
For ICON Mutual Fund Accounts, you must enter a total of 11 digits (if you have fewer than 11 digits to enter, insert zeros in front of the account number to make a total of 11 digits).
For ICON Allocation Portfolio Accounts, enter the six digit account number.
Create a security question and answer to help validate your account access in the future if you forget your password or ICON PIN. Please choose a question and answer that only you will know. (eg. Q: "What was my first dog's name?" A: "Spot")
Create Your Username and Password
Enter your username and create a new password.
User ID*:   Use at least six numbers and/or letters.
Password*:   Use at least six numbers and/or letters, including one of each.
Re-enter Password*:  
 Submit
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.