Changing Account Info

Font Size:
Use the Shareholder Options Form to update the following information on your Artisan Funds account:
  • Change your Mailing Address
  • Change your Distribution Options
  • Add Telephone Redemption privilege
  • Add Telephone Purchase privilege
  • Add a Systematic Withdrawal Plan
  • Add an Automatic Investment Plan
  • Change your bank or bank account information
Mail the completed form to appropriate address below:

For regular mail delivery:
Artisan Funds
c/o Boston Financial
PO Box 8412
Boston, MA 02266-8412
         For overnight delivery:
Artisan Funds
c/o Boston Financial
30 Dan Road
Canton, MA 02021-2809
800.344.1770

Please note: some account changes may require signature guarantees. To protect you and your Fund from fraud, some redemption requests and account changes must be submitted in writing and include a signature guarantee.

A signature guarantee is a stamp that guarantees that, at the time a signature is made, the signature is genuine and the signer has the legal capacity to sign. You should be able to obtain a signature guarantee from a bank, broker-dealer, securities exchange or association, clearing agency, savings association or credit union if authorized under state law. A notary public cannot provide a signature guarantee.

Each owner's signature must be guaranteed separately. For example, a joint account with two owners would require two signature guarantees. The following redemption requests and account changes must be submitted in writing and include a signature guarantee for each account owner:


Prospectus
 
Font Size
This tool allows users to increase or decrease the size of the text.