There are 3 ways to invest in Oak Associates Funds:
Our Shareholder Services Team is here to help you at any time. Please call us at 888-462-5386 if you would like assistance in opening an account.
Online
Before setting up an online account, you will need:
- Social Security Number (SSN)
- Bank account information (found on a check or savings deposit slip)
- Email address
- Minimum investment ($1,000 with a monthly Automatic Investment Plan)
You might 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
To open an account by mail:
- Download, complete and mail your account application materials
- Request an investor kit be mailed directly to you
Mail your completed application, along with a check payable to Oak Associates Funds, to the address below. Your account will be established once your forms are complete and your check is received in good order.
Regular Mail:
Oak Associates Funds
P.O. Box 46707
Cincinnati, Ohio 45246-0707
Overnight:
Oak Associates Funds
225 Pictoria Drive, Suite 450
Cincinnati, Ohio 45246
Financial Advisor
If you would like help navigating your investment options and choosing the Oak Associates Funds best suited to your long-term investment goals, please contact your financial advisor.
Oak Associates Funds can be purchased through financial advisors or third parties.
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If you are a financial advisor and would like more information about our funds, please reach out to our Relationship Manager, Sarah Hill, at 330-819-3308 or moc.setaicossakao@llihs .