Open An Account
To open an account at Eventide Funds, please review the prospectus and decide which type of account you wish to open. Eventide offers individual or joint standard investment accounts, as well as several tax-advantaged accounts: Traditional IRA, Roth IRA, UGMA/UTMA and a Coverdell College Savings account.
For Individual Investors:
Account applications can be submitted
online
or via mail using one of the forms below:
- Standard Account Application
- IRA Application (Roth & Traditional) Please also note the IRA Disclosure Statement and Custodial Agreement.
- Coverdell Application
Transfers:
For accounts involving the rollover of funds from a 401(k), or another IRA, the application process requires:
- If you do not already have one, open an an IRA Account with Eventide using the IRA Application.
- For IRA or 401(k) accounts, Download and complete the IRA Transfer Form.
- Mail the Transfer Form and most recent Account Statement (from current account custodian) to shareholder services.
- If you do not already have one, open a standard account using the Standard Account Application.
- Download and complete the Mutual Fund Transfer Request Form. Note that the top portion of the form is to be filled in with information about the account from which you are transferring.
- Mail the Transfer Form and most recent Account Statement (from current account custodian) to shareholder services.
Mailing Address:
All application forms must be mailed to shareholder services at:
Eventide Funds
c/o Gemini Fund Services, LLC
PO Box 541150
Omaha, NE 68154-1150
With any questions, do not hesistate to call us toll free at: 1-877-771-EVEN (3836) x1.
Eventide believes in the value of seeking good advice and help in managing your money. If you have not already connected with a financial planner, we would be happy to introduce you to financial planners in your area, who share your values. Please contact us at
for more information.
Eventide Asset Management, LLC is the Adviser to Eventide Mutual Funds. An investor should consider a fund's investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information can be found in the prospectus of the fund. Please read the prospectus carefully before investing. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA, which is not affiliated with Eventide Asset Management, LLC.
1717-NLD-10/25/2012