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Open A New Account
1: The “Investor Class”
application form to get you started
(along with transfer form if you are
moving funds from another financial
institution or fund family or brokerage
account).
2: Appointment Of Authorized
Agent form giving Shepard Trading
Group #U66 “limited trading
authority ”BE SURE to write Shepard
Trading Group #U66 on your application.
Minimum investment thru Shepard Trading
International. Is $5000 or $4000 for an IRA
account. We use “Investor Class” no load
fund shares. Download from
www.profunds.com
website, the "investor class"
application..........
The following steps will walk you through
the process of opening a ProFunds account.
If you have any questions, please
e-mail
us or call:
Shepard Trading International:
To view the following documents, you will
need the Adobe Acrobat Reader installed on
your computer (click
here to
download the Acrobat Reader directly from
Adobe).
Step 1:
Download and review the
Prospectus
(PDF) carefully.
Step 2:
To open a new account, download and print the
ProFunds application
PDF (189k).
If you want to open an IRA account, download
and print one of the following.
Existing Profund account holders may
download and print Appointment Of Authorized
Agent form.
Download from
www.profunds.com
"Appointment Of Authorized Agent" form
giving ShepardTradingGroup #U66 trading
authority................
Step 3:
Complete the application as directed,
including your signature. Enclose the
application and your investment check made
out to Profunds (or
arrange for a wire payment) and mail to:
Profunds
c/o Bisys Fund Services
3435 Stelzer Road Suite 1000
Columbus, OH. 43219-8001
Telephone: 888-PRO-FNDS
E-Mail Us Here
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