Open An Account
Opening an account online is easy and secure.
Here are our online account options
- Regular Investment Account (individual or joint)
- Traditional IRA (except rollovers/transfers)
- Roth IRA (except rollovers/transfers)
- UGMA/UTMA
To open an account, please click on the link below. Once you complete the online registration process, we will transfer money from your bank account to fund your new account.
The process takes approximately 5 minutes.
Before proceeding, please have the following ready:
- Your Social Security Number
- Your bank account and bank routing number (located on a check from your checking account or a deposit slip from your savings account)
- The names, dates of birth, and Social Security Numbers of any account beneficiaries (for IRAs only)
Please Note: Once you start the online registration process, you should completely finish it before leaving the site. If you leave the site, the information you entered will not be saved and you will need to begin again. Thank you for investing with the MIDANA CAPITAL Funds.
For all other account types (including IRA rollovers and transfers), or if you would prefer to open an account by mail, request to have materials mailed to you or download the account forms online.
Have questions about opening an account online?
Call Shareholder Services at +1(480)-439-2851,
Monday through Friday from 8:00 am to 6:00 pm Eastern Time
For more information on the MIDANA CAPITAL Funds, including account minimums, please view our Frequently Asked Questions. Please read the MIDANA CAPITAL Funds Prospectus (PDF) carefully before investing.
°MIDANA CAPITAL Capital Management, Inc. (MIDANA CAPITAL) is the investment advisor to the MIDANA CAPITAL Funds (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
