How to Invest
You may purchase shares of the Brown Advisory Mutual Funds directly through the transfer agent, US Bancorp, by completing the appropriate application below. You may also purchase shares of Brown Advisory Mutual Funds through brokers that distribute the funds. Please call 1-800-540-6807 with any questions on purchasing options.
ACCOUNT OPENING FORMS
- Certification of Beneficial Owners
- Entity Application
- IRA & Coverdell Education Savings Account Disclosure Statement & Custodial Account Agreement
- IRA Application
- IRA/Qualified Plan Distribution Request Form
- IRA Transfer/Rollover Form
- New Account Application
- New Account Application - For Non-U.S. Citizens Living Abroad
- New Account Application - For U.S. Citizens Living Abroad
- Required Minimum Distribution Form
REGULATORY DOCUMENTS
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