Open an Account
Opening an investment account with TMF is easy. Choose below which account type you would like to open and follow the steps to apply.
Equity and Bond Investing for Nonprofits
If you're ready to open a church or nonprofit investment account for equity and bond investments, simply follow the steps below. Or, to learn more first, call Sara Beltran or Randi Forrest toll-free at 1-800-933-5502.
Step 1: Read the Information Statement.
Step 2: Complete the Investment Application form, in which you state the terms of your investment and provide information regarding investment choices and re-investment alternatives.
Step 3: Sign the Investment Management Agreement
Step 4: Return the completed and signed documents along with your investment check to
Sara Beltran/Randi Forrest
11709 Boulder Lane, Suite 100
Austin, TX 78726
or fax to 512-331-0670.
If you have questions while completing these documents, please contact Sara Beltran at 1-800-933-5502 or firstname.lastname@example.org.
This is not an offer to sell our securities to you and we are not soliciting you to buy our securities. We will offer and sell our securities only in the states where authorized. The offering of our securities is made solely by our Information Statement. The purchase of our securities is subject to terms, conditions and risks, which are described in our Information Statement. The TMF securities are not F.D.I.C. or S.I.P.C. insured nor are they bank deposits.