Shareholder Resources / Account Information / How to Open an Account

How to Open an Account

New shareholders should follow STEPS 1-4 below to open a CRM Funds account.

STEP 1: Read the Prospectus

Read the CRM Funds prospectus online, or contact us to have a prospectus delivered to you via regular mail.

STEP 2: Select a Fund

For information to help you select the CRM Fund that is appropriate for you, start at the CRM Funds page.

STEP 3: Complete an Application

You can select, download and print the CRM Funds application that is right for you by going to Data and Downloads.

STEP 4: Send your Application to CRM Funds

After you have completed and signed your application, enclose it with your investment check (or authorization for an Automatic Investment Plan) and mail to the following address:

For regular mail delivery:
CRM Funds
P.O. Box 9812
Providence, RI 02940

For overnight delivery:
CRM Funds
101 Sabin Street
Pawtucket, RI 02860

You should consider the investment objectives, risks, charges and expenses of the Funds carefully before investing. A prospectus containing this and other information about the Funds may be obtained here or by calling 800.276.2883. You should read the prospectus carefully before investing.

Shares of CRM Funds are distributed by ALPS Distributors, Inc.