Open an Account Online

Individual | Joint Account | Traditional & Roth IRA | Education Savings Account | UGMA/UTMA

What You Will Need

	Your Social Security Number (SSN)	An email address
	Bank account information (This information can be found on a check or savings deposit slip.)	Minimum investment $2000 ($1000 with a monthly Systematic Investment Plan)
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For certain types of accounts, you may also need:

For an IRA

Beneficiary's name and address

For UGMA/UTMA

Minor's SSN
Minor's Address
Custodian/Responsible Adult's SSN
Custodian/Responsible Adult's Address

For Education Savings Account

Minor's SSN
Custodian/Responsible Adult's SSN (if responsible adult is not funding the account)
Depositor/Donor's SSN and address

After opening new account, you will receive an account number and confirmation of your investment.

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.