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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.

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 >>

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