Via U.S. Mail
An account may be opened by mailing your check and
complete Account Application to the mailing address
listed below. All checks must be made payable to
"The Oberweis Funds." All purchases by check
must be in U.S. dollars. Third party checks, credit card
checks and cash will not be accepted.
Click here for a
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You may request a printed copy of any of the
materials, including a prospectus,
by calling The Oberweis Funds at 1-800-245-7311.
By First Class Mail:
The Oberweis Funds
c/o UMB Fund Services, Inc.
P.O. Box 711
Milwaukee, WI 53201-0711 |
By Overnight
Delivery Service or Registered Mail:
The Oberweis Funds
c/o UMB Fund Services
803 W. Michigan Street, Suite A
Milwaukee, WI 53233-2301 |
Via Wire
To complete a wire transfer for a new account, you
must first call UMBFS at 1-800-245-7311 to request and
account number and furnish the name(s) on the account
registration, address and social security number or
taxpayer identification number. An Account Application
will be mailed to you for you to complete, sign and
return immediately to UMBFS. Please note, if you do not
return the application, redemption requests may be
delayed and taxes may be withheld from your redemption
proceeds. Federal funds are to be wired according to the
following instructions:
UMB Bank, N.A.
ABA #101000695
For credit to The Oberweis Funds
AC # 9871062287
For further credit to:
Shareholder Account Number
Name(s) of the Shareholder(s)
SSN or TIN
Name of the Portfolio to be purchased
You may make additional investments to your
account by contacting UMBFS at 1-800-245-7311 before or
after your wire has been sent. Your financial
institution may charge you a fee for sending the wire.
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