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How to Invest

The Al Frank FundĀ is available on most major broker-dealer and investment advisor platforms. Please contact your financial advisor for additional information, or contact 888.263.6443.

If you prefer to invest directly into the Fund:

Download and complete the appropriate account application(s):


If necessary, download and complete a transfer form:

Download and review the Fund prospectus and statement of additional information.

Submit completed documents to the address indicated on the form(s).

Please contact us at 888.263.6443 or for assistance with receiving, completing or submitting account documentation.