Resources
Account Maintenance
Looking to make changes to your existing account?
Online Maintenance
Log into to your account to:
- Make additional purchases
- Change your address
- Update your e-mail address
- Change your telephone number
- Switch to electronic document delivery
- Change your distributions options
- Add/Update an Automatic Investment Plan (AIP)*
Not registered for online account access? Click here to sign up.
*Automatic Investment Programs do not protect against loss or assure profit.
Mail-in Maintenance
Select and print the form you need, then return it to Shareholder Services via:
Regular Mail
Grandeur Peak Funds
P.O. Box 13664
Denver, CO 80201
Overnight Delivery
Grandeur Peak Funds
1290 Broadway, Suite 1000
Denver, CO 80203
Regular Account Maintenance
To change a name, an address, an automatic investment plan, a systematic withdrawal plan, distribution options, telephone & on-line privileges, bank information, householding, or transfer of death designation for your account | |
To change your account options or provide general instructions | |
To place a standard purchase, redemption, or exchange request within your account | |
To select or change the cost basis method for your account | |
To receive distributions from your IRA account | |
To transfer or rollover funds from a qualified plan into your Grandeur Peak IRA account | |
To add or modify bank information to your IRA account to authorize purchase and redemptions | |
To designate or change the beneficiary on your IRA account | |
To set or change the allocation to your employees in a SEP IRA account | |
To designate or change a beneficiary for your 403(b) account | |
To receive distributions from your IRA 403(b) account | |
To receive distributions from your Coverdell account | |
To transfer assets from another Coverdell account into a Grandeur Peak Coverdell account | |
To designate or change Transfer on Death (TOD) beneficiaries on your account | |
To change the registration on your account |