The following is a list of fund information and account applications available online in PDF format. If you need documents to be mailed to you instead, please go to the Document Request page and supply us with your contact information. We will be happy to send you the documents you require. Call 1-866-8AUTOPILOT (1-866-828-8674) for assistance on other forms.
You can also choose to open an account and invest electronically by using our Online Account Application.
Autopilot Managed Growth Fund Prospectus
Regular Application
IRA Application
IRA Transfer Form
Roth IRA Custodial Agreement
IRA Custodial Agreement
Statement of Additional Information