Overview For the Individual Investor For the Institutional Investor Citizens Funds offers a comprehensive range of services designed to make it as easy as possible to do business with us. Automatic Investment Plan Invest automatically on a monthly or quarterly basis with payroll deduction or electronic transfer from your bank.
All plans are easy to set up and modify.
Systematic withdrawal plan You can send us a written request to automatically redeem a portion of your shares and make a regular monthly, quarterly or annual payment on your behalf. Free exchanges between Citizens Funds You can move your money easily and without penalty from any of our funds to another. Call us for a brochure and application or click here to access forms online. We are particularly proud of the standards we set for timely, accurate delivery of information and service. Our representatives are well-trained professionals whose goal is to satisfy most requests during the first phone call.