How can I start to invest with JORDX today
Here at JORDX, we're here to assist you with any questions, comments or anything you may need. Please don't hesitate to contact us any time of day and we'll get back to you as soon as possible. Thank you.
Please read the Prospectus carefully before you invest. You may open an account directly with the Fund, or invest through your financial adviser:
Application Downloads
Prospectus FormPDF Download (590KB): To obtain a hard copy of the prospectus, please call 1-800-441-7013.
IRA Asset TransferPDF Download (96KB)
Summary Prospectus FormPDF Download (66KB)
Coverdell Education Account ApplicationPDF Download (153KB)
Fund ApplicationPDF Download (187KB)
Coverdell Education Custodial Account AgreementPDF Download (203KB)
IRA ApplicationPDF Download (167KB)
Risk/Return Summary - XBRL VersionExternal Link
IRA Custodial AgreementPDF Download (203KB)
Request an Application
We make it easy to Invest.
Fill out our Investment Interest form or request an Application Via Email or Regular Mail. Call 1-800-441-7013 and we can answer any questions you might have in addition to sending you all of your investment materials.
Where to buy JORDX
Shares in the Jordan Opportunity Fund may be purchased through several brokerage firms, many of which are listed below.
(If your financial adviser is not listed below, please ask him or her to inquire whether their firm has a distribution agreement in place to offer the Jordan Opportunity Fund and if yes, whether the firm has enabled trading in the Fund.)
Schwab(866) 232-9890www.schwab.com |
E-Trade(800) 387-2331www.etrade.com |
Fidelity800-FIDELITYwww.fidelity.com |
TD Ameritrade(800) 454-9272www.tdameritrade.com |
Scottrade(800) 619-7283www.scottradeb.com |
PershingN/Awww.pershing.com |
JP Morgan Investment(800) 480-4111www.jpmorgan.com |
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PLEASE NOTE: Clicking on the following links will take you to a third party website. Jordan Opportunity Fund is not responsible for, nor does it sponsor any information on third party websites.
You may open an account directly with the Fund if you do not already have a financial adviser that you work with.
If your financial adviser's firm does not have a distribution agreement with the Fund or has not yet enabled trading for the Fund, encourage your adviser to call (888) 866-4966 to learn the steps necessary to establish trading. Alternatively, you may contact us to potentially approach your adviser.
