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Brokers and Dealers
Shares in the Merk Mutual Funds may be purchased, amongst others, through a variety of brokers and dealers, many of which are listed below. Account minimums and other terms and conditions may apply. Check with your broker or dealer for more complete and current information.
If your broker is not listed below, please ask your broker to inquire whether his or her firm has a distribution agreement in place to offer the Merk Mutual Funds and if yes, whether the firm has enabled trading in the Fund of your choice.
| AXA Advisors |
(866) 487-7484 |
www.axaonline.com |
| Barclays |
800-BARCLAY |
www.barcap.com |
| Citigroup |
(800) 221-3636 |
www.citi.com |
| Crowell |
(800) 227-0319 |
www.crowellweedon.com |
| Clearview Corr. Service |
800 852-3357 |
www.clearviewcs.com |
| Commonwealth Fin. Network |
(800) 237-0081 |
www.commonwealth.com |
| DA Davidson |
(800) 332-5915 |
www.davidsoncompanies.com |
| E-Trade |
(800) 387-2331 |
www.etrade.com |
| Edward Jones |
(314) 515-2000 |
www.edwardjones.com |
| Euro Pacific Capital, Inc. |
(800) 727-7922 |
www.europac.net |
| Ferris Baker Watts/ RBC |
(800) 236-8872 |
www.rbcwm-usa.com |
| Fidelity |
800-FIDELITY |
www.fidelity.com ** |
| First Southwest Co. |
(214) 953-4000 |
www.firstsouthwest.com |
| First Clearing |
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| Financial Data Services |
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| FOLIOfn |
(888) 973-7890 |
www.foliofn.com |
| HSBC |
(716) 841-2424 |
www.hsbc.com |
| Janney Montgomery Scott |
(800) 526-6397 |
www.jmsonline.com |
| J.J.B. Hilliard Lyons |
(800) 444-1854 |
www.hilliard.com |
| JP Morgan |
(800) 776-6061 |
www.jpmorgan.com |
| Jefferies & Company |
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| Lazard Capital Markets |
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| Legent Clearing |
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www.legentclearing.com |
| LPL Financial Services |
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www.lpl.com |
| Merrill Lynch |
800-MERRILL |
www.ml.com |
| Mid Atlantic |
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| Morgan Keegan |
(800) 366-7426 |
www.morgankeegan.com |
| Morgan Stanley |
(212) 761-4000 |
www.morganstanley.com |
| MSCS Financial Services |
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www.mscsonline.com |
| Meritus Financial Group |
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| National Financial |
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| Options Xpress |
(888) 280-8020 |
www.optionsxpress.com |
| Pension Financial Services |
(678) 924-8888 |
www.pfs401k.com |
| Pershing |
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www.pershing.com |
| Prudential |
(800) 225-1852 |
www.prudential.com |
| RBC |
(800) 236-8872 |
www.rbccm.com |
| Richard Merrill & Peterson |
(800) 572-5296 |
www.rmpinvest.com |
| Romano Bros. |
(847) 866-7700 |
www.romanobrothers.org |
| Ridge Clearing & Outsourcing |
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| Royal Alliance Associates |
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| Schwab |
(866) 232-9890 |
www.schwab.com * |
| ScotTrade |
(800) 619-7283 |
www.scottrade.com |
| Southwest Securities |
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www.swst.com |
| Sterne Agee & Leach |
(800) 264-4863 |
www.sterneagee.com |
| Stifel Nicolaus |
(314) 342-2000 |
www.stifel.com |
| Swiss American Securities |
(212) 612-8700 |
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| TCAdvisors |
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www.trustamerica.com |
| TDAmeritrade |
(800) 454-9272 |
www.tdameritrade.com |
| Vision Financial |
(800) 248.2646 |
www.visionfinancialmarkets.com |
| Vanguard |
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www.vanguard.com |
| WFG Investments |
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| Wachovia |
800-WACHOVIA |
www.wachovia.com |
| Wedbush Morgan Securities |
(213) 688-8000 |
www.wedbush.com |
| Wells Fargo |
(800) 869-3557 |
www.wellsfargo.com |
You may open an account directly with the Fund if you do not already have a broker or dealer that you work with.
If your broker's firm does not have a distribution agreement with the Fund or has not yet enabled trading for the Fund, encourage your broker to call (866) MERK FUND to learn the steps necessary to establish trading. Alternatively, you may contact us to approach your broker. Your broker will need to know the Fund's name, ticker or CUSIP #. For the Merk Hard Currency Fund: Ticker MERKX and CUSIP 34984T402. For the Merk Asian Currency Fund: Ticker MEAFX and CUSIP 34984T659; for the Merk Absolute Return Currency Fund: Ticker MABFX and CUSIP 34984T592. Transaction fees may apply to invest through a broker.
* Charles Schwab & Co., Inc., member of SIPC, receives remuneration from fund companies for record keeping, shareholder services and other administrative services for shares purchased through its Mutual Fund OneSource service. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.
** Other fees and expenses, including those that apply to a continued investment in the fund, are described in the fund's current prospectus. Fidelity Brokerage Service LLC or its brokerage affiliates may receive remuneration for providing certain recordkeeping or shareholder services to these fund companies. Fidelity reserves the right to change a transaction fee under certain circumstances for funds otherwise available without paying such a fee to Fidelity. See the commission schedule for complete details. Funds may be removed from the NTF program at any time, please check Fidelity.com or contact a representative before making a purchase. Fidelity Brokerage Services, Member NYSE/SIPC.
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