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Investor Scams are on the Rise - Read more

Investor Scams are on the Rise - Read more

Investor Scams are on the Rise
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Maintain an Existing Account

Online

Not registered for online account access? Click here to sign up.

  • 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)*        *Automatic Investment Programs do not protect against loss or assure profit.

By Mail

Regular Mail

Grandeur Peak Funds
PO Box 46707
Cincinnati, OH 45246

Overnight Delivery

Grandeur Peak Funds
225 Pictoria Dr Ste 450
Cincinnati, OH 45246

Download
Form Name
Purpose
Account Preferences Change Form

To change a name, an address, telephone privileges, distributions, or bank information

Letter of Instruction

To change your account options or provide general instructions

Redemption / Exchange Request Form

To place a redemption or exchange request within your account

Cost Basis Form

To select or change the cost basis method for your account

IRA Distribution Request Form

To request a one-time distribution, establish a Systematic Withdrawal Plan (SWP) or request a conversion or recharacterization

IRA Transfer Form

To transfer or rollover funds from a qualified plan into your Grandeur Peak IRA account

Change of Beneficiary Form

To add or change beneficiaries on a retirement account

Transfer on Death Beneficiary Form

To designate or change Transfer on Death (TOD) beneficiaries on your account

Automatic Investment Plan (AIP) Form

To establish an Automatic Investment Plan (AIP) on your account

Systematic Withdrawal Plan (SWP) Form

To establish a Systematic Withdrawl Plan (SWP) on your account