Investments Resource Center
Opening a mutual fund
If you're already working with an investment professional, he or she knows your needs the best. The conversations you've had provide the background knowledge needed to make good recommendations. Consider calling your investment professional to talk about mutual funds and if they may be right for you.
You may also be able to invest directly with us. Just follow the steps below.
Applying for a mutual fund account
- Always carefully read prospectuses for funds you’re considering. They provide important information about the product you are purchasing. You can obtain prospectuses through this website, from your investment professional or by calling us at 800-848-0920.
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Complete the application that applies to your situation. Read the
instructions carefully to learn about additional forms that may be
required and read about sales charges.
- General purpose accounts (PDF)
- Retirement accounts (PDF)
- Education accounts (PDF)
- Read about signature requirements for your application. Some forms require either a notary public signature or a signature guarantee. These aren’t interchangeable terms, so read carefully to determine what is required.
- 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 182205
Columbus, OH 43218-2205
By express or overnight service:
Nationwide Funds
3435 Stelzer Rd., Suite 1000
Columbus, OH 43219
Questions?
If you have questions about our products or about completing the application, please call us at 800-848-0920.
