Maintain an Existing Account

Not registered for online account access? Click here to sign up.

Change your telephone number
Switch to electronic document delivery
Change your distributions options
Add/Update an Automatic Investment Plan (AIP)*^{*Automatic Investment Programs do not protect against loss or assure profit.}

By Mail

Regular Mail

Grandeur Peak Funds
PO Box 541150
Omaha, NE 68154

Overnight Delivery

Grandeur Peak Funds 4221 N 203rd St, Suite 100 Elkhorn, NE 68022

Download

Form Name

Purpose

To change a name, an address, telephone privileges, distributions, or bank information

To change your account options or provide general instructions

To place a redemption or exchange request within your account

To select or change the cost basis method for your account

To request a one-time distribution, establish a Systematic Withdrawal Plan (SWP) or request a conversion or recharacterization

To transfer or rollover funds from a qualified plan into your Grandeur Peak IRA account

To add or change beneficiaries on a retirement account

To designate or change Transfer on Death (TOD) beneficiaries on your account

To establish an Automatic Investment Plan (AIP) on your account

To establish a Systematic Withdrawl Plan (SWP) on your account