Simply print, fill in the proper information, and mail it with your investment to the Funds at the address below. Your account will be established and invested when your application and check are received.
Download Applications and Reports
Below you will find everything you need to open an account. Please download and print these forms.
Receive Investment Materials by Mail
Give us your address information and receive an investment kit in the mail. Then, simply fill in the proper information and mail it in with your investment. Your account will be established when your application and check are received.
You can add to an existing account by sending the Fund a check. Be sure your check clearly identifies you, your account number, and the Fund name.
United Missouri Bank
The Rice Hall James Portfolios
DDA Account #9871063178
Reference: fund name/account number/account name
By Automatic Investment Plan:
(Via Automated Clearing House [ACH])
Your initial investment cannot be made via an automatic investment plan; however, once you have established an account, you can set up an automatic investment plan by completing the appropriate questions (section 6 and 8) and mailing the completed application to the Fund at the address listed above.
Rice Hall James Funds are available to US investors only and may not be available in all states.
To determine if a Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expense before investing. This and other information can be found in the Fund's prospectus, which may be obtained by clicking the link above or by calling 1-866-474-5669. Please read it carefully before investing.
Mutual fund investing involves risk including the possible loss of principal. Rice Hall James Funds are distributed by SEI Investments Distribution Co.(SIDCO), which is not affiliated with the adviser. Check the background of SIDCO on FINRA's BrokerCheck