Sign up for e-delivery for my Oakmark account

Oakmark statements, confirmations and tax forms are available through Oakmark's secure online account access system. To enroll, please log into your account, go to the "Account Profile" link in the main navigation ribbon and select "E-delivery and Email Address."  You can choose to have all your account materials delivered electronically, or just certain documents.

You will receive notice to your email address that documents are available for viewing online and you will no longer receive paper versions.

If you've already consented to e-delivery of reports and prospectuses, we encourage you to log in again to take advantage of these new e-delivery options.

If you have not yet established a User ID and Password, you must do so prior to initiating this service. Instructions on how to Create a User ID and Password are available here.

You may view, change or revoke your e-delivery preferences and the email address we have on file for you at any time by logging into Oakmark's online account access system and clicking "E-delivery and Email Address" under the "Account Profile" link in the main navigation ribbon.

If you have any questions, please call 1-800-OAKMARK (625-6275). Our Investor Services Representatives are available Monday to Friday, 8:00 a.m. to 6:00 p.m. Eastern Time. If you are outside of the United States, please call 1-617-483-8327.

When you sign up for e-delivery, documents will be provided in Portable Document Format (PDF). To open these documents, you will need the Adobe Acrobat PDF Reader. You may download Adobe Acrobat Reader free of charge from Adobe's website at

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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 2019, Harris Associates Securities L.P., Distributor, Member FINRA.
Date of first use: January 24, 2013.

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