Get Started with Investment Tools & Application Forms

Whether you’re ready to get started with Commonwealth’s investment tools by opening an account or maintain or update an existing account, please select from the following applications and forms to get started with our investment services. Once completed, please review the application checklist and follow the mailing instructions located at the bottom of the application or form.

If you have questions while completing the document, please contact Shareholder Services at 888.345.1898.

NOTE: When completing a paper application using one of the fillable PDFs, please check your internet browser. Fillable fields are supported in Google Chrome. You may need to first download the PDF form if using Safari, Internet Explorer or Firefox.

You may place your order through financial intermediary authorized to take orders for a fund. Financial intermediaries include broker-dealers, banks, insurance company separate accounts, investment advisors and administrators or trustees of IRA recognized tax-deferred savings plan (Financial Intermediaries), such as 401(k) retirement plan.

If you have any questions, please call 888.345.1898.

Commonwealth Funds offers a streamlined approach for investors to set up an account. Using the online platform, you can determine what account you would like to set up and begin the application. After your account is created, you will have access to the online portal to manage your account, view fund information, review e-docs and much more.

The online platform is just another way Commonwealth Funds helps you to bring it home.

After you select a type of account, here is what you need:

  • Account owner name
  • Registration address
  • Social Security Number
  • Date of birth
  • Email address
  • Bank account information
  • Beneficiary information (for retirement accounts)

Create your account login >>

Note: Please include your banking information when you create your account online. Including this information makes future actions, including adding and transferring money in the future, easier.