How can I Invest in the Jordan Opportunity Fund (JORDX)?

Please read the prospectus carefully before you invest. You may open an account directly with the Fund, or invest through your financial adviser:

  1. Invest online
    • Existing shareholders click here for access to your online account.
    • To set up a new account, click here.
    • For Prospectus and other Fund Account Forms, click here.
    • Call 1-800-441-7013 if you have any questions.
  2. Fill out our Investment Interest form
  3. Invest through your financial adviser
    • 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.)

      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.
    • E-Trade (800) 387-2331 www.etrade.com
      Fidelity 800-FIDELITY www.fidelity.com
      TD Ameritrade (800) 454-9272 www.tdameritrade.com
      Schwab (866) 232-9890 www.schwab.com
      Scottrade (800) 619-7283 www.scottrade.com
      Pershing – www.pershing.com
      JP Morgan Invest (800) 480-4111 www.jpmorgan.com
    • 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.