 Everything you need to get started with a Traditional or
Roth IRA is right here:Open a new account or convert your Traditional IRA to a Roth IRA
with a Westcore IRA Application.
Transfer your existing account to Westcore with a Westcore Transfer Form.
Learn more about Westcore IRAs with a Westcore
IRA Information Booklet.
Get the facts about Westcore with a Westcore
Funds Prospectus.
You may also request a complete IRA
Kit, which includes an IRA Information booklet and an IRA Application/Transfer
form, or call a Westcore Investor Service Representative at 1-800-392-CORE
(2673).
IRA Fees
The following fees are currently being charged for maintaining either a Traditional IRA or
Roth IRA:
- Annual Maintenance Fee per mutual fund: $10.00 (to a maximum of $30.00)
IRA fees may be paid directly by you, or Westcore may automatically deduct them from
your IRA. You will receive a notice regarding fees every December.
An investor should consider
investment objectives, risks, charges and expenses of the Fund(s)
carefully before investing. Click here for a prospectus,
which contains this and other important information. Please
read the prospectus carefully before investing.
Westcore Funds are
distributed by ALPS Distributors, Inc. |
