Opening a New Account
Shares of Firsthand Funds can be purchased directly through us or through most major mutual fund brokers. Our Funds are available in all 50 states, Washington, D.C., and Puerto Rico. Firsthand Funds are registered only in the U.S. and, as such, are not available for purchase by persons outside the United States. Before opening an account or sending money, please read the prospectus carefully. Investing directly in a Firsthand Fund is easy, but does require certain minimum investment amounts (see table below). To invest directly, follow these simple steps:
Read our prospectus. It contains more detailed information on the Funds, including financial highlights, investment objectives, strategies, and risks of each Fund, as well as fees and other expenses. Please review it carefully before investing.
Download an application from this website, call Shareholder Services at 1.888.884.2675 to request a New Investor Kit, or sign up for a new account online.
Account Minimums
| Type of Account | Initial Investment | Additional Investment |
|---|---|---|
| Regular Accounts | $2,000 | $50 |
| Regular Accounts With Automatic Investment Plan* | $500 | $50 |
| All IRAs (except Education IRAs) | $2,000 | $50 |
| Education IRAs | $500 | $50 |
Lower minimums may be available through brokerage firms and other financial intermediaries. Financial intermediaries with omnibus accounts with the Funds may, with the Funds' written consent, offer lower initial minimum investment amounts to clients. Please see Invest With a Broker for more information.
*Shareholders who sign up for an automatic investment plan with Firsthand Alternative Energy Fund and agree to make monthly automatic investments in an amount equal to at least $50 may establish a regular account with the Fund with a $500 initial investment (see the "Automatic Investment Plan" section of the prospectus for additional information).
Online
Please visit our online access page for more information on setting up an online account.
By Mail
To open a Firsthand Funds account by mail, you first need to download and complete an account application. Firsthand offers several types of accounts, including regular fund accounts, Education Savings Accounts, IRA accounts, and money market accounts. Visit our applications page to find the type of account application you're looking for.
Remember to sign your application, and include a signature guarantee, if required. Please mail the application with your check to:
- Regular Mail
- Firsthand Funds
- P.O. Box 9836
- Providence, RI 02940-8036
- Overnight Mail
- Firsthand Funds
- 4400 Computer Dr.
- Westborough, MA 01581-1722
