Open an Account

Purchase Fund

Both EIP Growth and Income Fund share classes (EIPIX & EIPFX) are available for purchase at the following brokerage firms:

RIAs registered with Pershing Advisor Services

OR Purchase through the Fund Family (steps 1-3):

 

1. Download Application

Please note that in order to save any forms completed online, you must have Adobe Acrobat version 8 or higher.
If you do not have this version, you may either click here to download the most recent version or print the blank forms and complete them manually.

 

EIP Growth and Income Fund Prospectus  |  EIP Investment Trust Statement of Additional Information  

 

New Account Application Used to establish many types of EIP non-IRA accounts such as individual, joint tenant, trust, custodian (UTMA, UGMA), or corporate registrations.
IRA Application Used to establish an EIP Traditional, Rollover, Roth or SEP IRA. Accounts can be funded with a check contribution (check should be included), ACH contribution or by transfer of assets/rollover from another custodian.
Coverdell Education Application Used to establish an EIP Coverdale Education Savings account. Accounts can be funded with a check contribution (check should be included), ACH contribution or by transfer of assets/rollover from another custodian.
IRA Transfer Form Used to transfer assets from an existing IRA to an EIP Funds IRA.

 

2. Complete Application

Please contact us at 844-766-8694 if you need assistance.

 

3. Send your application, along with any other required documents, to:

 

Regular Mail
EIP Growth & Income Fund
c/o U.S. Bancorp Fund Services, LLC
PO Box 701
Milwaukee, WI 53201-0701

Overnight Mail
EIP Growth & Income Fund
c/o U.S. Bancorp Fund Services, LLC
615 E. Michigan St., FL3
Milwaukee, WI 53202-5207

 

If you would like information regarding EIP’s separately managed accounts, please visit www.eipinvestments.com

 

The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person.  By providing this information, EIP is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA and the Internal Revenue Code.  EIP has no knowledge of and has not been provided any information regarding any investor.  Financial advisors must determine whether particular investments are appropriate for their clients.  First Trust and EIP believe the financial advisor is a fiduciary, is capable of evaluating investment risks independently and is responsible for exercising independent judgment with respect  to its retirement plan clients.