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Thank you for your interest in RS Funds.
We believe that a financial adviser’s guidance is essential to successful financial planning. That’s why you must open an account through an adviser - and why we don’t provide account applications on our website. Why Work With an Investment Professional? Click here.
We can, however, help guide you through the process of joining our fund family.
To set up a new account:
- With your adviser’s guidance, determine your investment goals and time frame, assess your tolerance for risk and analyze your current financial circumstances.
- The factors you identify in Step 1 will help you decide which fund(s) to invest in.
- With your adviser’s help, fill out the application and any necessary forms and then send to the mailing address indicated on the application and forms.
- You will then receive a confirmation statement in the mail verifying that your account has been activated.
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