Online Security

About Security
We recognize the importance of secure online access to your personal Oakmark account information. When you login to access your portfolio information at, both your User ID and Password are encrypted, and we use industry best practices to ensure the confidentiality and safety of your information and transactions.

How Oakmark Protects Your Online Account Information
Oakmark has taken a number of important steps to ensure that your financial information is safe and secure:

  • Before you can access your account online, you will need to establish a User ID and Password.  You will be required to enter your Social Security Number and account number, which we will verify before allowing access to your information.
  • After three failed login attempts, we automatically deny access to the online account information. To restore online account access after being denied, you will have to call an Investor Services Representative at 1-800-OAKMARK (625-6275), between the hours of 8 a.m. and 6 p.m. Eastern Time.
  • As soon as you click on the Login button, you enter a secured zone of the Oakmark Funds web site, which runs from a secure server. Your browser will show that you are connected to a secure server because the web address begins with https.
  • After 15 minutes of inactivity during a given session, the system will automatically disconnect you. To return to your information, you will have to re-enter your User ID and Password.
  • Proceeds from online redemption requests are sent by check made payable only to the account owner(s) and to the address on the account, or directly to the owner's bank account if the owner had previously established bank information on record.

Communications From Oakmark
You will never be asked for any personal information via email.  If you receive an email that appears to be from Oakmark that requests personal information, do not respond.  Please contact an Investor Services Representative at your earliest convenience.

There are instances where we may attempt to contact you via telephone.  For instance, you may receive a phone call from us regarding a recent transaction or service request we received from you.  We will attempt to call you if we can accept instructions or resolve an issue over the phone.  At first, you will hear an automated message which will say the call is on behalf of The Oakmark Funds and ask you to press 1 to speak with an Investor Services Representative.  Once you press 1, you will be connected to a live representative.

Business Continuity
Harris Associates Securities L.P. maintains a business continuity plan designed to respond reasonably and effectively to events of varying scope. Plans define critical functions, staff assignments, alternate work locations, resource requirements, and vital records necessary for restoring business operations with minimal impact. Plans are continually reviewed and amended as necessary to ensure that documented procedures are current and recovery strategies support our operations.

Liability for Internet Transactions
Neither the Trust, its transfer agent, nor their respective officers, trustees, directors, employees, or agents will be responsible for the authenticity of instructions provided through the Internet, nor for any loss, liability, cost, or expense for acting upon instructions furnished thereunder if they reasonably believe that such instructions are genuine. We employ procedures reasonably designed to confirm that instructions communicated through the Internet are genuine.

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

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