Search site: Home DLineFunds Menu Account Access | Login Advisor Login About DoubleLine Documents News Contact Frequently Asked Questions Open An Account How do I open an account with DoubleLine Funds? Shares of our Funds are offered for sale in the United States and its territories only. To invest with DoubleLine, you must be a U.S. Citizen or resident alien. You must also reside in the United States and its territories or have a U.S. Military address. There are two ways you can open a new DoubleLine Investments account: Print and Mail: Download and print application forms from our web site, www.doublelinefunds.com, “Documents” and mail them to us. The address is provided on the form. Order an Investment Kit by phone: 1‐877‐dline11 or 1‐877‐354‐6311. Once we have your address, we will send you an Investment Kit in the mail with the necessary application forms and a prospectus. How do I move assets from my employer’s retirement plan (401(k), 403(b), 457, etc.) to DoubleLine Investments? If you have a 401(k), 403(b) or other certain types of qualified employer plans, you can rollover the assets in these plans to a DoubleLine IRA Rollover Account. To do so, you will need to complete an IRA Transfer Form and an IRA Application available for download in .pdf format. Please mail the completed forms to DoubleLine Funds along with a copy of a recent statement from your existing retirement. Mail to: DoubleLine Funds Trust c/o U.S. Bancorp Fund Services, LLC P.O. Box 701 Milwaukee, WI 53201‐0701 Express, Registered or Certified Mail: DoubleLine Funds Trust c/o U.S. Bancorp Fund Services 615 E. Michigan St., FL 3 Milwaukee, WI 53202‐5207 After we receive your completed forms, we will arrange to have your retirement assets transferred to your new DoubleLine Funds account. Please note this process can take up to four weeks. How do I transfer my non‐DoubleLine IRA account to a new DoubleLine Family of Funds IRA? Please print and complete the IRA Transfer Form and IRA Application and return the completed forms to the appropriate address listed on the forms. How can I wire funds? You may also make a purchase through the Electronic Funds Transfer. Please call U.S. Bancorp at 1‐877­dline11 or 1‐877‐354‐6311 for complete instructions. How do I change my address? Please call U.S. Bancorp at 1‐877‐dline11 or 1‐877‐354‐6311 and have your account number and social security number available. How do I change my beneficiary on my IRA? Please call U.S. Bancorp at 1‐877‐dline11 or 1‐877‐354‐6311 and have your account number and social security number available. How do I change my distribution election? You may modify your distribution election at anytime by telephoning U.S. Bancorp at 1‐877‐dline11 or 1­877‐354‐6311. Please have your account and social security number available. Capital gains and dividends may be electronically transferred to your bank account. Who do I call if I have questions about my statement? If you have questions about your new account statement, please feel free to contact a shareholder services representative during our normal business hours (Monday through Friday, 8am‐7pmCT)at 1­877‐dline11 or 1‐877‐354‐6311. How do I set‐up online delivery of my quarterly statements and reports instead of receiving them by regular mail? Call 1‐877‐dline11 or 1‐877‐354‐6311 Or Write: Mail to: DoubleLine Funds Trust c/o U.S. Bancorp Fund Services, LLC P.O. Box 701 Milwaukee, WI 53201‐0701 Express, Registered or Certified Mail: DoubleLine Funds Trust c/o U.S. Bancorp Fund Services 615 E. Michigan St., FL 3 Milwaukee, WI 53202‐5207 Mutual Funds Closed End Funds Webcasts ©2021 DoubleLine Privacy Policy| Terms and Conditions| Glossary Investing involves risk; Principal loss is possible. The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory prospectus and summary prospectus (if available) contain this and other important information about the investment company and may be obtained by Clicking here. In addition, a free hard-copy is available by calling 1 (877) 354-6311/1 (877) DLINE11. Please read the prospectuses carefully before investing. For our Funds that are no-load mutual funds, management fees and other expenses will apply. Please refer to the prospectus for further details. The DoubleLine Funds are offered only to United States residents, and information on this website is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any DoubleLine Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Please note that by using this website and/or sending DoubleLine any information via this website, you acknowledge that any personal information you provide to us will be subject to our Privacy Policy, which has been designed to comply with applicable laws in the various jurisdictions in which DoubleLine does business. If you have reached out to us on an unsolicited basis from outside the United States, local data privacy regulations may not apply to the information that you provide. DoubleLine Alternatives LP is the investment adviser to the DoubleLine Strategic Commodity Fund and the DoubleLine Colony Real Estate and Income Fund. DoubleLine Capital LP is the investment adviser to each of the other DoubleLine mutual funds and sub-adviser to the DoubleLine Colony Real Estate and Income Fund. DoubleLine Capital LP and DoubleLine Alternatives LP are investment advisers registered with the SEC under the Investment Advisers Act of 1940. The DoubleLine mutual funds are distributed by Quasar Distributors, LLC. DoubleLine Capital LP is the investment adviser to the DoubleLine Closed-End Funds. Distributed by Foreside Funds Services, LLC. DoubleLine®, the DoubleLine logo, the DoubleLine Funds logo and The Sherman Show logo are all registered trademarks of DoubleLine Capital LP. Mutual Funds Colony Real Estate and Income Fund Core Fixed Income Fund Emerging Markets Fixed Income Fund Emerging Markets Local Currency Bond Fund Flexible Income Fund Floating Rate Fund Global Bond Fund Income Fund Infrastructure Income Fund Long Duration Total Return Bond Fund Low Duration Bond Fund Low Duration Emerging Markets Fund Multi-Asset Growth Fund Multi-Asset Trend Fund Shiller Enhanced CAPE® Shiller Enhanced International CAPE® Strategic Commodity Fund Total Return Bond Fund Ultra Short Bond Fund Closed End Funds Income Solutions Fund Opportunistic Credit Fund Yield Opportunities Fund DoubleLine 333 S. 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