At Firsthand, customer service is very important. Our Shareholder Services Associates can process purchases, exchanges, and redemptions; order statements; and give you a current account balance. You may reach them at 1.888.884.2675, option 1, between 5:00 A.M. and 5:00 P.M. Pacific Time. Our Fund Information Associates can answer questions and send you any Fund information you request—applications, prospectuses, annual reports, and more; just call 1.888.884.2675, option 2.

You may access account information through our website by visiting our Account Access page. Online account access allows you to update account information, check your account balances, and view your account history.

You may also conduct account transactions online, including buying, exchanging, and selling shares of your Firsthand Funds. For help with online transactions or other online features, visit our Help pages, or call us at 1.888.884.2675, option 1.

Electronic funds transfer (EFT) is an easy, fast, no-cost¹  way for you to purchase additional Firsthand Funds shares. It is also the only way to conduct online purchases. With just a phone call or a visit to our website, EFT allows you to electronically credit or debit your bank account and transfer funds to or from your Firsthand account. To sign up, download and complete the EFT section of the Account Services form, attach a voided check, and mail it to:

    Firsthand Funds
    P.O. Box 183120
    Columbus, OH 43218-3120

You may also call 1.888.884.2675, option 1. Please note that it takes about 14 business days to process and validate your EFT information; EFT transactions cannot be conducted during that time.

You must have transaction authority on both your Firsthand Funds account and your designated bank account in order to use EFT. Because of restrictions on retirement accounts, they are not eligible for EFT redemptions. As with any transaction, once the transaction is processed, you will receive a confirmation statement in the mail.

After EFT has been established on your account(s), you may conduct EFT transactions by phone, in writing, or online. With EFT, you can purchase additional shares in amounts as low as $50 or as much as $50,000.

The automatic investment plan²   offers you a convenient way to buy additional shares by allowing you to automatically transfer money from your bank account to your Firsthand Funds account on a regular basis (e.g., annually, quarterly, monthly, or bimonthly), which gives you the ability to dollar cost average²  your investment. You specify the dollar amount (there is a $50 minimum), and we take care of the rest. You may change the amount of your investment or discontinue the plan at any time by calling Shareholder Services at 1.888.884.2675, option 1; you may also send your request in writing.

Our systematic withdrawal plan allows you to automatically sell your shares and receive regular payments from your Firsthand Funds account. You may choose to receive either monthly or quarterly payments, which can be sent to you by mail or EFT. As with the automatic investment plan, the systematic withdrawal plan has a minimum redemption amount of $50 per withdrawal period, and the minimum account balance still applies. You may change the amount of your withdrawal or discontinue the plan at any time by calling Shareholder Services between the hours of 5:00 A.M. and 5:00 P.M. Pacific Time at 1.888.884.2675, option 1.