Open an Account
Opening an account with Westcore is easy. Just follow the steps below. If you need assistance contact a Westcore Investor Service Representative at 800.392.CORE (2673).
1) Read the current Westcore Funds Prospectus
2) Complete an Account Application
Once you’ve determined what type of an account is best for you, download and complete the appropriate account application.
To open an Individual, Joint, UTMA, UGMA, Trust, Corporation or Partnership account, complete application:
To open a Traditional or Roth IRA, read the Westcore IRA Information Booklet and complete the Westcore IRA application:
To open a Coverdell Education Savings account (“CESA”), read the Westcore CESA Information Booklet and complete the Westcore CESA application:
3) Return your completed Application to Westcore
Return your completed account application with your investment check made payable to Westcore Funds to:
P.O. Box 44323
Denver, CO 80201-4323
Upon receipt of your investment check and completed account application, Westcore will mail to you a confirmation of purchase.