The most cost effective method to purchase Meridian Fund shares is directly through our transfer agent BNY Mellon Investment Servicing; instead of through third party platforms offered by brokers that charge transaction fees. This is especially true for long-term investors that make multiple purchases. The Meridian Funds are no-load and there are no commissions charged when purchased directly through our transfer agent, BNY Mellon Investment Servicing.
Investors should carefully consider the investment objectives, risks, and charges and expenses of a Fund before investing. The Funds Prospectus contains this and other information about the Funds. Read the Prospectus carefully before you invest or send money.
- Regular Account Application
- Important Cost Basis Notice - Please Read
- Cost Basis Election Form
- Traditional, SEP and Roth IRA Application
- Coverdell ESA Account Application
For other types of IRA’s call (800) 446-6662