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At Firsthand Funds, 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 between 5:00 A.M. and 5:00 P.M. Pacific Time and select from the following menu options: |
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Option 1: Account Information
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| Account Balance |
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| Recent Transactions |
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| YTD Transcripts and Tax Forms |
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| Watch List |
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| Change PIN |
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| Year-End Account Balance |
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Option 2: Fund Info & Literature
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| Fund Prices |
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| Dividend/Capital Gains |
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| Historical Prices |
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| Fund Literature |
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Option 3: Addresses
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| Mailing Instructions |
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| Wiring Instructions |
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| Internet Address |
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Account Maintenance |
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You may access account information through our website by visiting our Online Account Access page. Online account access allows you to create a new account, update account information, check your account balances, and view your account history. |
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Online Transactions |
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You may also conduct account transactions online, including buying, exchanging, and selling shares of your Firsthand Funds. Visit our Online Account Access page for more information. |
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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 Funds account. To sign up, download and complete the EFT section of the Account Services form, attach a voided check, and mail it to: |
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Regular Mail
Firsthand Funds
P.O. Box 9836
Providence, RI 02940-8036 |
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Overnight Mail
Firsthand Funds
101 Sabin St.
Pawtucket, RI 02860 |
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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. |
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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. |
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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. |
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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. |
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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. |
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You may change the amount of your investment or discontinue the plan at any time by calling Shareholder Services at 1.888.884.2675. You may also send your request in writing to the address listed above. |
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Firsthand Funds does not charge for this service. Please contact your bank regarding any fees they may charge. |
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This plan does not assure a profit and does not protect against loss. |
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