The easiest way to complete the paperwork to open an account would be to call and have us do it for "free". It is sometimes very difficult and frustrating to navigate the required documents for a new account. Not only that, but you need to know which type of account to open and the appropriate transfer documents for qualified accounts.

This page is on our web site primarily to afford a prospective client the opportunity to review the paperwork needed and to visit the Rydex Mutual Funds web page if they like.

To print the forms needed to open a new (non-qualified) individual or joint account or a new (qualified) IRA account", use the Rydex Mutual Funds Web Page to access these forms. This link will take you to the Rydex Mutual Fund home page where you will need to click on the "Customer Service" tab. Then you click on the second drop down lable named "Prospectus and Forms". Once on that page, just follow the instructions.

In addition to the appropriate Rydex Mutual Fund "new account application" (which include appointment of Financial Professional and IRA Transfer/Direct Rollover request forms), the two forms below are required by the State of Texas .

TIA New Account Forms Investment Advisory Agreement ......... Investor Profile Questionnaire

If you have any questions, please "Contact Us" and we will get back with you promptly to answer all of your questions and/or to set up an appointment to visit with you.