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Maintain an Existing Account

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  • 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 541150
Omaha, NE 68154

Overnight Delivery
Grandeur Peak Funds 4221 N 203rd St, Suite 100 Elkhorn, NE 68022
Form Name

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

To change your account options or provide general instructions

To place a redemption or exchange request within your account

To select or change the cost basis method for your account

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

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

To add or change beneficiaries on a retirement account

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

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

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