Harbor Funds | Open an Account

Open an Account

Are you ready to experience the Harbor Approach, where taking care of our customers is the most important thing we do?  If you are, it's easy to get started.  We offer a wide variety of mutual fund investment options, and all kinds of account types, most of which can be opened in minutes, entirely online.

Whichever account type you choose, you'll need some personal information accessible:

  • Your Social Security Number
  • Your bank's ACH routing number and your account number
  • Your home address
  • Your e-mail address
  • If you're opening an account for a minor, the minor's Social Security Number

When you're ready to go, click Apply Online or Download an Application below.  Of course, if you would prefer to speak with one of our Shareholder Servicing Representatives, call us at 800-422-1050. 

Welcome to Harbor Funds!

Please Note: If you're an existing Harbor Funds shareholder, please log into your account, and then select Open a New Account.


Regular Accounts Show Descriptions
Individual

An individual account is an account owned by one person. The owner must be of legal age for the state in which they reside.

 Apply Online Download
Joint

A joint account allows multiple owners to maintain ownership interests in an account. The account will be established as "Joint Tenants with Rights of Survivorship" unless otherwise indicated on the account application. If you are residents of Louisiana, your account will be established as "Joint Tenants in Common." All owners must be of legal age for the state in which they reside.

 Apply Online Download
UGMA/UTMA

An account established for the benefit of a minor but administered by an adult custodian.

 Apply Online Download
Trust

An account established to invest assets held in an existing personal trust.

 Download
Estate

An account established by an executor of a deceased individual, as a way to hold his or her assets until they have been distributed to his or her heirs, beneficiaries and or claimants.

 Download
Organization/Entity

An account owned by an organization or entity.

 Download

Retirement Accounts Show Descriptions
Traditional IRA

A Traditional IRA offers both tax-deductible and nondeductible contributions, and taxable withdrawals.

 Apply Online Download
Roth IRA

A Roth IRA offers nondeductible contributions and tax-free withdrawals.

 Apply Online Download
Simplified Retirement Pensions(SEP-IRA)

A SEP IRA is a Traditional IRA that will accept both employer and employee contributions.

Download