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How to
Invest
Start with
$100 a
Month
Where to
Invest
Prospectus Account
Application
IRA Information
& Application
Education Savings
Information
& Application
Annual
Reports
Proxy Voting
Information

Invest with Westcore

How To Invest Find out about investing with Westcore — types of accounts available and investment minimums.
 
Get Started with $100 a Month Find out about how you can start investing with a low initial investment and just $100 a month!
 
Where to Invest Learn what NTF programs Westcore Funds are available for purchase through.
Prospectus Download or request a Funds Prospectus.
 
Account Application Download or request an Account Application.
 
Traditional IRA / Roth IRA Information Download or request an IRA Information Brochure.
 
IRA Application and Transfer Form Download or request an IRA Application.
 
Coverdell Education Savings
Account Information
Download or request a Coverdell Education Savings Account Brochure.
Coverdell Education Savings
Account Application
Download or request a Coverdell Education Savings Account Application and TOA form.
Annual and Semi-Annual Reports Download or request our Annual and Semi-Annual Reports.
Proxy Voting Information See our proxy policies here.
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