“optimization”   portfolio analysis

Adjust Your Investment Strategy.

Make the most out of your investments by fine-tuning your approach.

Shareholder Information

Commonwealth Funds makes it easy to access and update your account. In addition, take advantage of the provided fund reports and investment holdings to review the performance of your accounts. If you have questions, contact Shareholder Services at 888.354.1898.

Access My Account >>

Update Contact Info >>

Fund Performance >>

Please select from the options below to initiate actions regarding your existing account.

There are two streamlined processes you can take to add money to your existing account.

Complete and mail us the Fund Deposit Form with a check for the deposit amount.

Mail form and check to:
Commonwealth International Series Trust
P.O. Box 46707
Cincinnati, Ohio 45246-0707

Complete a one-time ACH money transfer. If you need ACH instructions or want assistance with your money transfer call us at 888.345.1898.

Set up an automatic ACH money transfer >>

To buy or sell shares, please complete the log in to the shareholder portal or contact Shareholder Services at 888.345.1898.

Login

To change your current transfer plan, please fill out the plan form or contact Shareholder Services at 888.345.1898.

Automatic Investment Plan Form >>

To request to distribute your IRA, please fill out the request form or contact Shareholder Services at 888.345.1898.

IRA Distribution Request Form >>

The purpose of choosing a beneficiary for an IRA is to designate who the funds will be distributed to upon the account holder’s death. Multiple beneficiaries and the percentage of their share can be chosen when completing the form.

IRA Change of Beneficiary Form >>

Start Your Investment Journey Today

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The Commonwealth Funds are distributed by Ultimus Fund Distributors, LLC. The Commonwealth Funds investment advisor is FCA Corp, a U.S. Registered Investment Advisor and Financial Planning firm established in 1975.

You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus that contains this and other information about the Fund, call 888.345.1898 or visit our website at commonwealthfunds.com. Please read the prospectus carefully before investing. The Commonwealth Funds are distributed by Ultimus Fund Distributors, LLC.

Investing involves risk, including loss of principal. Investments in international markets present special risks, including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxation, and differences in auditing and other financial standards. Risks of foreign investing are generally intensified for investments in emerging markets. There is no guarantee that this, or any, investing strategy will achieve its objectives. Diversification does not ensure a profit or guarantee against loss.