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Home > Mutual Funds > Open an Account

Account Applications

There are several ways you can open a Gabelli Funds open-end mutual fund account. Before establishing your new account, you should consider the investment objectives, risks, sales charges, and expenses of the fund. The prospectus contains more information about this and other matters and should be read carefully before investing.

If you need help opening your new account, please contact an Investor Representative at 800-GABELLI (422-3554), Monday to Friday, 8:00 a.m. to 7:00 p.m. Eastern Time.

Invest by Telephone

If you have an existing account with Gabelli Funds, you can make additional investments by telephone. Contact Shareholder Services at 800-GABELLI (422-3554), Monday to Friday, 8:00 a.m. to 7:00 p.m. Eastern Time to talk to a live representative, or use the Gabelli Funds Automated Portfolio System at 800-872-5365. Select option #2, "To Work with Funds you Own,", then select option #3, "Purchase, Exchange, or Redeem".

Invest Online

To open a new account online directly with Gabelli Funds, go to Account Access and select the Establish New Account button to be guided through the investment process. If you are an existing Gabelli Funds shareholder, you may login and select the Buy Shares link.

Invest by Mail

Everything you need to invest in any of the Gabelli Funds is right here. Once you have filled in the applicable areas, you will have a completed account application which can be signed and mailed to our address.

  PDF Forms require Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader, click here.

  Investment Application - Class, AAA Shares
Use this form to open an account in Class AAA Shares of any of the Gabelli Funds. Do not use this for Closed-end funds or for IRAs. Use the IRA Application for opening IRA accounts.

Mandatory Cost Basis Reporting FAQ

For a Multiclass application, please contact our Broker-Dealer department by phone at 800-422-2274 or by email at info@gabelli.com.

  Individual Retirement Account (IRA) Application - Class AAA Shares
Use this form to open a Gabelli IRA, or SEP IRA Account.
This form can also be used to open up a Roth IRA account.

  Universal IRA Information Kit

For a Multiclass application, please contact our Broker-Dealer department by phone at 800-422-2274 or by email at info@gabelli.com.

  Coverdell Education Savings Account Application
Use this form to open a Coverdell Education Savings Account (formerly Education IRA).

  Coverdell Education Savings Account Handbook

  Gabelli Funds 403(b)(7) Account Application & Transfer Form
Use this form to open a 403(b)(7) account or transfer assets from an exisitng 403(b)(7) account.

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means to you: When you open an account, we will ask your name, address, date of birth, and other information that will allow us to identify you.

All information must be completed and will be verified as required by the USA Patriot Act.