Existing Oakmark Shareholders If you already have an account directly with Oakmark that has bank instructions
and would like to set up a new Fund with the same registration (i.e. the same Joint Tenants, Individual, IRA,
Uniform Gift to (the same) Minor), log in under your existing account, click “Transactions” and then choose
"Purchase" or "Exchange". This will allow you to choose a new Fund to purchase or exchange into under the same
registration and account number.
If you already have an account directly with Oakmark but would like to set up a new account with a different
registration, log in under your existing account, click “Open New Account” and then follow the instructions. This
new account will have a different registration and account number from your existing account.
