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Open An Account

Open an IRA or Other Retirement Account

It's easy to open up a Liberty Street account, just follow these steps:

  • Download and read the ProspectusPDF icon carefully.
  • Download, print and fill out the IRA Account ApplicationPDF icon.
  • Download and fill out the IRA Transfer ApplicationPDF icon form. (If transferring funds from an existing IRA account, which can be used for either a Standard IRA or Roth IRA.)
  • Mail us your original application and instruct your bank or retirement plan to wire using the instructions as indicated in the application:

Or, you can request that the documents be mailed to you. To request documents call our toll free line at 1 (800) 207-7108 or email us at invest@libertystreetfunds.com to request Fund literature, which would include the prospectus and applications.

Our customer service representatives are available each business day from 8:00 AM to 6:00 PM to assist you in the completion of these applications.

Please read all Fund information carefully including the prospectus before investing.

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This Internet site is not an offer to sell or a solicitation of an offer to buy shares in any fund to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. Furthermore, the Liberty Street Horizon Fund is not available for sale outside of the United States. The information in this website represents past performance and is not predictive of future results. There is no guarantee that the Fund will achieve its investment objective. Other fees and expenses do apply to a continued investment in the Fund and are described in the Fund's current prospectus. Before you invest in the Fund, please carefully review the prospectusPDF icon.

The Liberty Street Horizon Fund is distributed by Foreside Fund Services, LLC.