Purchasing Shares through a Financial Adviser or online discount brokers
Appleseed Fund is widely available through financial advisors and online brokers such as Charles Schwab, Fidelity, Vanguard, E*Trade, and TD Ameritrade. You can purchase shares by contacting your advisor or financial institution. If you wish to buy the Appleseed Fund and it is not currently available for purchase by your custodian, please contact Colin Rennich.
Purchasing Shares Directly with Appleseed Capital
You can open an account and purchase shares directly with Appleseed Capital by filling out the appropriate Fund Application form. To obtain a form and open your account please call 1-800-470-1029.
Account application instructions are included on the last page of each application.
Once you have completed the application, please mail it along with supporting documentation (if indicated) to:
The Appleseed Fund
c/o Ultimus Fund Solutions, LLC
P.O. Box 46707
Cincinnati, OH 45246