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Home | How To Invest

How To Invest

To open an account, you must:

  • be a US citizen or resident
  • have a legal US address
  • have a valid Social Security number

If you meet all of these requirements, follow the instructions below.
If you do not meet all requirements, please call a shareholder services representative at 888-468-6473.

Read the prospectus carefully before investing.

Opening an Account

Adding to an Account

By Internet

  • From our website, www.wintergreenfund.com, select "Account Login"
  • Select "Establish New Account"
  • Complete the application online
  • Accept the terms of the online application
  • Your purchase proceeds will be electronically debited from the financial institution account provided while completing the online application.

By Internet

  • From our website, www.wintergreenfund.com, select "Account Login"
  • Provide the following information:
    • Your user ID
    • Your password
  • Select Transaction/Purchase menu option
  • Follow the instructions provided
  • We will electronically debit your purchase proceeds from the financial institution account identified on your account application.

By Mail

  • Complete the application
  • Make check payable to "Wintergreen Fund, Inc."
  • Mail application and check to

    Wintergreen Fund, Inc.
    c/o US Bancorp Fund Services, LLC
    P.O. Box 701
    Milwaukee, WI 53201-0701

By Mail

  • Make check payable to "Wintergreen Fund, Inc." (Be sure to include your account number on the check.)
  • Fill out investment slip.
  • Mail check with investment slip to the address on the left.

By Wire

  • Mail your completed application to the above address, then call (888) GOTOGREEN (888-468-6473) to obtain an account number.
  • Purchases will not be honored without a completed application on file.
  • Wire funds using the instructions at the right.
  • Include your account number.

- When wiring money to Wintergreen Fund, Inc., you will need to have an account. If you do not have an account, please call the toll-free number at (888) GOTOGREEN (888-468-6473) for Instructions on how to setup an account via fax.

- Institutional Class accounts and Investor Class accounts larger than $100,000 can be setup via fax when initial investment is by wire.

- Wired funds must be received prior to 4:00 p.m. Eastern time to be eligible for same day pricing. The Fund and U.S. Bank, N.A. are not responsible for the consequences of delays resulting from the banking or Federal Reserve wire system, or from incomplete wiring instructions.

By Wire

Wire Funds to:

U.S. Bank, N.A.
777 East Wisconsin Avenue
Milwaukee, WI 53202
ABA: #075000022

Credit:

U.S. Bancorp Fund Services, LLC
Account #112-952-137

For Further Credit:

Wintergreen Fund, Inc.
Your name and account number
Class (either Investor or Institutional).

By Automatic Investment Plan (AIP)

  • Complete your application including the Automatic Investment Plan (section 6) and mail it to the address above, along with a check for your initial investment payable to "Wintergreen Fund, Inc."
  • Call (888) GOTOGREEN (888-468-6473) to obtain a form.
By Automatic Investment Plan (AIP)

  • Shares are purchased on a predetermined schedule, on dates established when the account is opened.

By Electronic Funds Transfer (ACH)

  • Mail your application and a voided check or savings deposit slip to the above address, then call (888) GOTOGREEN (888-468-6473) to obtain an account number.
  • Telephone orders will be accepted via ACH from your designated account when your Wintergreen Fund, Inc. account has been open for at least 15 days.

By Electronic Funds Transfer (ACH)

  • If you call (888) GOTOGREEN (888-468-6473) prior to 4:00 p.m. Eastern time to place your order, shares will be purchased at that day's NAV per share.

Through a Financial Professional

  • Contact your financial professional.

Through a Financial Professional

  • Contact your financial professional.