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:

Westcore Funds
P.O. Box 44323
Denver, CO 80201-4323

4) Confirmation

Upon receipt of your investment check and completed account application, Westcore will mail to you a confirmation of purchase.