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Account Resources & Education

New to Northern Funds

Open A New Account

You may open an account or add to an existing account directly with Northern Funds or through Northern Trust and certain other institutions. If you have any questions, call the Northern Funds Center at 800-595-9111.

 

Minimum Investments

  • Minimum initial investment: $2,500 ($500 for an IRA)
  • Automatic Investment Plan: minimum initial investment $250
  • Additional purchases: $50 minimum, except for reinvestments of distributions, which have no minimum
  • Exchanges: $2,500 minimum for new accounts, $1,000 minimum for exchanges between existing accounts

 

Invest directly with Northern Funds by:

 

Mail

To open a new account:

Northern Funds
P.O. Box 75986
Chicago, IL 60675-5986

  • For overnight delivery:

Northern Funds
333 Wabash Avenue
Dept. W-38
Chicago, IL 60604

All checks must be payable in U.S. dollars and drawn on a bank located in the United States. Cash, traveler's checks, third-party checks and money orders are not accepted.

Automatic Investment

You can establish an account with a minimum investment of $250, rather than $2,500, by establishing an Automatic Investment Plan of at least $50 per month.

 

To open a new account:

Northern Funds
P.O. Box 75986
Chicago, IL 60675-5986

  • Minimum initial investment: $250; minimum monthly investment: $50

If you discontinue participation in the Plan, the Funds reserve the right to redeem your account involuntarily, upon 30 days written notice, if the account's net asset value is $1,000 or less. Involuntary redemptions will not be made if the value of shares in an account falls below the minimum amount solely because of a decline in the Fund's net asset value.

Payroll or Government Direct Deposit

You can have your payroll or government check, including Social Security checks, deposited directly into your Northern Funds account.

 

To open a new account:

  • You must first open a new account with the investment minimum before establishing payroll or government direct deposit. See the instructions for opening a new account by mail above.
  • Once your account has been established, follow the instructions for adding to an existing account by payroll or government direct deposit.

Dividend/Capital Gain Reinvestment

You can have your dividend and capital gain distributions automatically reinvested in another Northern Fund.

 

To open a new account:

Northern Funds
PO Box 75986
Chicago, IL 60675-5986

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Shares of the Northern Funds are offered only by a current Prospectus and are intended solely for persons to whom shares of US registered funds may be sold. This site shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of shares of the Northern Funds in any jurisdiction in which such offer, solicitation or sale would be unlawful.

 

Please carefully read the summary prospectus or prospectus and carefully consider the investment objectives, risks, charges and expenses of Northern Funds before investing. Call 800-595-9111 to obtain a summary prospectus or prospectus. The summary prospectus and prospectus contain this and other information about the Funds.

 

An investment in Northern Funds involves risks, including possible loss of principal.

Not FDIC insured | May lose value | No bank guarantee

 

©2024 Northern Funds | Northern Funds are distributed by Northern Funds Distributors, LLC, not affiliated with Northern Trust.