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Learn How To Open a Mutual Fund Account With Nationwide

Determining the right mix of mutual funds for you will depend on your circumstances, goals, time frame and tolerance for risk. It’s a good idea to speak with an investment professional to find out how mutual funds can fit into your investment plan.

To purchase a mutual fund directly from Nationwide, follow these steps:

  1. Research – Carefully read the prospectus for each mutual fund you are considering. The prospectus provides important information about the product you are purchasing. You can obtain prospectuses for our mutual funds by going to Pricing and Performance and selecting a fund from the list to go to that fund’s profile page.

    You can also obtain a prospectus from your investment professional or by calling us at 1-800-848-0920.
  2. Apply – Complete the application that applies to your situation. Read the instructions carefully to learn about additional forms that may be required and review sales charges.
  3. General purpose accounts

    Retirement accounts

    Education accounts

  4. Before you sign – Read about signature requirements for your application. Some forms require a notary public signature or a signature guarantee. These aren’t interchangeable terms, so read carefully to determine what is required.
  5. Mail – Return your signed application and all necessary forms along with payment or payment instructions to one of these addresses:

By regular mail:
Nationwide Funds
P.O. Box 701
Milwaukee, WI 53201-0701

By express or overnight service:
Nationwide Funds
615 E. Michigan St., FL 3
Milwaukee, WI 53202-5207

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