Investing With Us

Open a New Fund with the Same Registration

If you have an account with Oakmark and would like to set up a new Fund with the same registration and account number, you may do so by:

  • Purchasing shares using your bank information; or
  • Purchasing shares by exchange from an existing Fund under the same account number.

To open a new Fund online:

  • Log into online account access.
  • Go to the Buy/Sell tab on the main navigation ribbon.
  • Choose Add Money to an Existing Account or Move Money within Oakmark.
  • Select a new Fund to purchase.

If you wish to purchase a new Fund using new bank information or bank information that is not on file, select Purchase via New Bank as your payment method.

Open a New Account with a Different Registration

If you have an account with Oakmark but would like to set up a new account with a different registration and account number, you may do so by:

  • Logging into online account access.
  • Clicking Open New Account under the Buy/Sell tab on the main navigation ribbon.
  • Following the new account set up process.

If you are opening a new joint account, you will need to provide each joint owner's Social Security Number, name, date of birth and address.

If you are opening a new UGMA/UTMA account or ESA, you will need to provide the minor's Social Security Number, name, date of birth and address.

If you do not have bank information on file or wish to use different bank information, you will also need to provide your bank checking or savings account number, routing number as well as the user name, password and security information you use to log into your bank account online. Click the icon to find where your bank’s routing number is located.

Your Bank's Routing Number

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This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standards and Poor’s Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service.  The CUSIP Database, © 2011 American Bankers Association.  “CUSIP” is a registered trademark of the American Bankers Association.

Investing in value stocks presents the risk that value stocks may fall out of favor with investors and underperform growth stocks during given periods.

Before investing in any Oakmark Fund, you should carefully consider the Fund's investment objectives, risks, management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. For more information, please call 1-800-OAKMARK (625-6275).

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 2017, Harris Associates Securities L.P., Distributor, Member FINRA.
Date of first use: January 24, 2013.

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