The mutual funds referred to in this website are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses contain more complete information about the funds, including charges and expenses, and should be read carefully before investing.
Online
Opening a Wasatch Funds account online is easy.
More - Open your account online.
Via U.S. Mail
An account may be opened by mailing your completed application and investment check to the mailing address listed below. All checks must be made payable to "Wasatch Funds". All purchases by check must be in U.S. dollars. Third party checks, credit card checks and cash will not be accepted.
You may request a printed copy of any of the materials, including a prospectus and Statement of Additional Information, by clicking here or by calling Wasatch Funds at 800.551.1700.Regular Mail Delivery
Wasatch Funds
PO Box 2172
Milwaukee, WI 53201-2172
| Overnight Delivery
Wasatch Funds
803 West Michigan Street, Suite A
Milwaukee, WI 53233-2301 |
If the account application is received in good order by 3:00 p.m. Central Time (CT), you will receive that business day’s closing NAV price. If the account application is received in good order after 3:00 p.m. CT, you will receive the next business day’s closing NAV price.
More - Request printed copy of materials.
More - Download the necessary forms.
Via Wire
To complete a wire transfer, please call 800.551.1700, Monday through Friday, between 8:00 a.m. and 3:00 p.m. Central Time (CT) on a day when the New York Stock Exchange (“NYSE”) is open for trading, to obtain an account number from a Wasatch Funds representative after carefully reading the prospectus. It is important to call and receive this account number, because if your wire is sent without it or without the name of the Fund, there may be a delay in investing the money you wire. You should then ask your bank to wire money to:
UMB ABA#: 101000695
For credit to Wasatch Funds
A/C#: 987-060-9800
For further credit to:
(Account Number)
(Account Registration)
(Tax ID or SSN)
Indicate the fund(s) full name and the dollar amount to be purchased:
Micro Cap Value (2020)
International Growth (2021)
Small Cap Value (2022)
Global Science & Technology (2023)
Money Market (2024)
Ultra Growth (2025)
Micro Cap (2026)
Small Cap Growth (2027)
Core Growth (2028)
U.S. Treasury (2029)
Heritage Growth (2030)
International Opportunities (2031)
Strategic Income (2032)
Heritage Value (2033)
Emerging Markets Small Cap (2034)
The original, completed application must also be sent to:
Wasatch Funds P.O. Box 2172, Milwaukee, WI 53201-2172.
Your bank may charge you a fee for sending a wire to the Funds.
