Shareholder Guide
Opening an Account
To open an account, complete and sign the application and submit it to your Financial Advisor.
The minimum investments to open an account are as follows:
| Opening an Account | Adding to an Account | |
| Regular Account | $5,000 | $100 |
| IRA | $2,000 | $100 |
You may add an account by telephone (800-847-0200) or on the web by exchanging from another Thornburg fund account with the same registration (name, address, and taxpayer ID number).
When opening an account by mail, make your check payable to the appropriate Thornburg fund
(i.e.; Thornburg Value Fund) and mail to the address indicated on the application.
