Investment Link

Simplify and automate the investment process by setting up a link between your bank account and your Oak Associates Funds account. It's convenient. It's easy. It's secure. These are the services you can use with Investment Link.

Systematic Investment Program

Invest on a regular basis automatically. Choose the fixed amount you would like to invest and how often you wish to invest it. The money will transfer electronically from your bank account to your Oak Funds account automatically. If ever you wish to change your investment schedule or amount, simply log on to your account.

Online and Phone Transactions

Make additional investments into your accounts–anytime. Money is transferred directly from your bank account into your Oak Funds account, without the hassle of time-delay or paper mail. Once you establish Investment Link, simply call or log on to your Oak Funds account when you wish to make a purchase.

Download Application Investment Link Application

My Oak Account

Online Account Access

Oak Associates Funds are available to U.S. investors only. To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund's prospectus which may be obtained by clicking here or by calling 1-888-462-5386.

Mutual fund investing involves risk, including the possible loss of principal.
Oak Associates Funds are distributed by ALPS Distributors, Inc.
ALPS Distributors, Inc. and Oak Associates Funds are separate and unaffiliated.