How to Open An Account

Already invested? If you've invested directly int the FundX Upgrader Funds, you can access your account and get tax reports easily. Log in to your account here. 

How To Invest

1. Read the Prospectus.

Prospectus (FUNDX, HOTFX, RELAX, INCMX)

• Prospectus

FundX Stock Upgrader Fund (STOCX):

• Prospectus

FundX ETF Upgrader Funds (REMIX, UNBOX)

• FundX ETF Upgrader Funds Prospectus

FundX Taxctical Upgrader Fund (TACTX)

• FundX Tactical Upgrader Fund Prospectus

For a mailed copy, contact Shareholder Services at 866 455 3863.

2. Select a fund.

Learn more about the 4 FundX Upgrader Funds by reading our Upgrader Newsletter, or check our model portfolios here.

3. Fill out the application.

Application (Adobe Acrobat Format)

IRA Applications (Adobe Acrobat Format)

• IRA Application
• IRA Transfer Application
• Education Saving Account (Coverdell)
• IRA Disclosures (50 Pages)

FundX Upgrader Funds
C/O U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701
Toll Free: 1-866-455-3863

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