How To Establish Online Account Access
Welcome Current MIDANA CAPITAL Shareholder
Shareholders logging in for the first time must first establish Online Account Access by clicking here or calling Shareholder Services at +1(480)-439-2851 8:00 am – 6:00 pm ET, Monday through Friday.
Investor Forms:
- Establish an Automatic Investment Plan (PDF)
- Make an additional investment into your account (PDF)
- Conduct Online Transactions with your MIDANA CAPITAL Account (PDF)
For additional shareholder forms, see our Forms & Documents page.
Read the 2023 letter to shareholders (PDF)
Questions about accessing your account online?
°MIDANA CAPITAL Capital Management, Inc. (MIDANA CAPITAL) is the investment advisor to the Midana Capital (the Funds).
You should carefully consider the Funds' investment objectives, risks, charges and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds, please click here for more information, email info@midanacapital.com or call+1(480)-439-2851. Please read the Prospectus carefully before investing.
Stocks will fluctuate in response to factors that may affect a single company, industry, sector, country, region or the market as a whole and may perform worse than the market. Foreign securities are subject to additional risks such as currency fluctuations, regional economic and political conditions, differences in accounting methods, and other unique risks compared to investing in securities of U.S. issuers. Bonds are subject to risks including interest rate, credit, and inflation. A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.
The Midana funds are distributed by Midana LLC
