Wasatch Funds offers regular accounts that can help you achieve investment goals outside of retirement or education funding. Unlike our Retirement and Education accounts, investments held in these accounts are taxable.
Owned by a single person, an individual investment account allows you to purchase shares in one or more Wasatch Funds.
A joint account is held by two or more individuals. Each party in this account has authority to buy and sell shares in one or more Wasatch Funds.
To view PDF documents, you must have Adobe Acrobat Reader 3.0 or higher installed.
- Download a free copy of Adobe Acrobat Reader here.