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Making Transactions in Your Account

Adding to your Account

1. Mail us a Check

You may add to any investment with a deposit of $50 or more.  Please make your check payable to Aston Funds and be sure to write your account number on the check. Use the personalized investment slips you receive with your quarterly statements and daily transaction confirmations. These contain your preprinted name, address, fund name and account number.

Our mailing address is:
Aston Funds
P.O. Box 9765
Providence, RI 02940

2. Make Automatic Investments

A simple way to build your investments is to buy shares automatically. First you will need to authorize the transfer of money directly from your bank account. Next, decide on the amount you want to invest (it may be as little as $50). This amount will be automatically withdrawn from your bank account on a monthly basis and deposited into the Aston Fund of your choice. To set up an Automatic Investment Plan complete section 4 and 5 of your Aston Funds account application, sign up for this feature when you set up your account online, through on-line account access, or by calling 800 992-8151 if you need additional assistance.

3. Buy Additional Shares by Phone or Online

Add to your investments by using our Automated Phone Line at 800 992-8151 or through online account access. To buy shares, you must first link your bank account to your mutual fund accounts.  Once this is complete, you will be ready to make purchases easily, quickly and when it’s convenient for you.

If you would like to purchase shares electronically, you must make arrangements for electronic funds transfers using Automated Clearing House (ACH) procedures. This requires that you have certain bank account information on file with us so that funds can be transferred electronically between your mutual fund and bank accounts. There is no additional charge for this service, and it is easy to arrange.. To establish this option on your account or to verify the bank information that is already on file, please call our service line at 800 992-8151.

 

Making Exchanges

As your needs evolve, shares of the same class may easily be exchanged from one Aston Fund to another Aston Fund, using any of the following options:

1. By Phone

When you call a shareholder service representative at 800 992-8151, you'll need your account number and Social Security Number to complete the transfer.

2. Using Our Automated Phone Line

It's easy and quick to make exchanges when you use our automated phone line. All you need are your account numbers and a personal identification number (PIN).

3. By Mail

Of course, you can exchange shares the traditional way by sending a letter signed by all registered owners. If you send a letter, please indicate the account numbers and dollar or share amounts for the accounts involved in the exchange.

Please note: This privilege is not designed for frequent trading and may be difficult to implement in times of drastic market changes. The Funds reserve the right to limit, impose charges upon, terminate or otherwise modify the exchange privilege by sending written notice to shareholders.

 

Redeeming Shares

To redeem fund shares use any of the following options:

1. Direct Deposit to Your Bank Account

If you have set up a link between your bank account and your Aston Funds account, you can withdraw money from your mutual fund account and have it deposited directly to your designated bank account.  When you make the transaction over the phone, your money will generally be credited to your bank account within three business days. To link your bank checking or savings accounts, call us at 800 992-8151, sign up for this feature through our on-line account Access, or download an account application, complete sections 4 and 5, and return to:

Aston Funds
P.O. Box 9765
Providence, RI 02940

2. Make a Redemption by Phone

Telephone redemption requests are honored if you indicated this feature on your application.  To initiate this feature, please call 800-992-8151 for further instructions Redemption checks are sent to the address of record. The maximum withdrawal by phone is $50,000 per account.  Telephone redemptions are not available for a 30-day period after a change in your address.  You will not be able to redeem IRA assets over the phone.

3. Make a Redemption Using Aston Funds' Automated Phone Line

Call 800 992-8151 any time to withdraw money using a touch-tone phone. Just have your PIN number and account number handy, and follow the automated instructions. We will send a check to the address of record. You must make prior arrangements for electronic funds transfer. This requires that you have certain bank account information on file with us so that funds can be transferred electronically between your mutual fund and bank accounts. There is no additional charge for this service, and it is easy to arrange.. To establish this option on your account or to verify the bank information that is already on file, please call us at 800 992-8151.

 

Automated Phone Service

You’re just a phone call away from being connected to your investments. Twenty-four hours a day, seven days a week, our automated phone line is at your service to provide up-to-date information on all of your accounts.

Dial 800 992-8151 and follow the prompts to reach the automated 24-hour account information center.  Press 0 at any time to speak with an Investor Services Associate.

 

Online Account Access

The benefits of Online Account Access include the ability to:

  • Open a new account online.
  • Check recent transactions and balances at anytime – 7 days a week.
  • Perform transactions on line:  purchases, redemptions, exchanges
  • Set up Automatic Investing
  • Order statements
  • Make changes to your account
  • Link to detailed account performance

If you have any questions, the call center is available during business hours Monday through Friday, 9:00 a.m. to 7:00 p.m. Eastern time at 800 992-8151.

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