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Individual | Joint Tenant | Uniform Gift/Transfer to Minor Account
Roth IRA | Traditional IRA | Coverdell Education Savings Account

Individual
An individual account is one in which a single individual controls the account. Individual ownership of accounts is recognized in all states.

Open a new Individual Account - Registration Checklist
In order to complete the account registration process, you will need to have certain personal financial information available to you. Please review and print this checklist before you begin. Open Account

  • Your Social Security Number.
  • The names of the Oakmark funds in which you want to invest. (Click here for an overview of the Oakmark Funds.)
  • Your Bank Account Number (either checking or savings, whichever you prefer).
  • Your Bank's Routing Number - See below for an example of where to find your bank's routing number.
 
Open a New Account On-Line
  • Process will take approximately 10 minutes to complete.
  • Once you begin the process, you should completely finish it before leaving the site.
  • If you leave the site, the information you've entered won't be saved and you'll have to begin again.
    		•  Open New Account by Mail



     
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    For more information on The Oakmark Funds, including a prospectus which explains management fees and expenses and the special risks of investing in the Funds, please call 1-800-OAKMARK. Click here to view the prospectus on-line. Please read it carefully before investing. An investor should consider a fund’s investment objectives, risks, and charges and expenses carefully before investing. This and other information about the Funds are contained in the Funds' prospectus.

    OAKMARK, OAKMARK FUNDS, OAKMARK INTERNATIONAL, and OAKMARK and tree design are trademarks owned or registered by Harris Associates L.P. in the U.S. and/or other countries.

    Copyright 2009, Harris Associates Securities L.P., Distributor, Member FINRA.