Complete the form at the bottom of any Montgomery statement and mail it with your check payable to The Montgomery Funds. Or mail a check with a signed letter noting the name of the Fund in which you want to invest, your account number and telephone number. We will mail you a confirmation of your investment. Note that we may impose a charge on checks that do not clear.
Current shareholders are automatically eligible to buy shares by phone.
To buy shares in a Fund you currently own or to invest in a new Fund, call 800.572. Telephone purchases can be made for up to five times your account value as of the previous day. We must receive payment for your purchase within three business days of your request. Send us a check by overnight or second-day courier service. The cost of the shares will be automatically deducted from your bank account within two days of your purchase.