Resource Center – Mutual Fund Forms

ICON Mutual Fund Forms

Access the forms necessary to open and perform a variety of tasks for your ICON Advisers Mutual Fund accounts using the following links or click below to Open an Account Online.

Open an Account Online

If you need assistance, call us at 1-800-764-0442, Monday through Friday, 9 a.m. – 8 p.m. Eastern time

REGULAR ACCOUNTS

Use the New Account Application for Sector Funds U.S. Diversified Funds, Institutional Class Shares.

New Account Application

Send all completed Mutual Fund forms and required documents to:

Regular Mail
ICON Funds
c/o Ultimus Fund Solutions, LLC.
P.O. Box 541150
Omaha, NE 68154-1150

Overnight Mail
ICON Funds
c/o Ultimus Fund Solutions, LLC.
4221 N 203rd St., Suite 100
Elkhorn, NE 68022

Fax*
1-402-963-9094

INDIVIDUAL RETIREMENT ACCOUNTS (IRAs)

Use these forms to open, take distributions from, make transfers to, allocate contributions to or change beneficiaries for your chosen IRA.

COVERDELL EDUCATION SAVINGS ACCOUNTS (ESAs)

Use these forms to apply for, take distributions from or make transfers to a Coverdell ESA.

ENTITY ACCOUNT APPLICATION

Entity Account Application

Other Forms

Use these forms for your remaining ICON Mutual Fund needs.

Need Assistance?

Call 1-800-764-0442, Monday through Friday 9 a.m. to 8 p.m. Eastern Standard Time.

*Please note original documents may be required.

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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.

Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus contains this and other information about the Funds; please read the prospectus and carefully before investing. RFS Partners, 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.

ICON Advisers, Inc. is the sub-adviser to the ICON Funds. RFS Partners is the distributor of the ICON Funds.

Resource Center – Mutual Fund Forms

ICON Mutual Fund Forms

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