Opening an Account

Matco's mutual funds are available directly to individuals or through approved third party brokers and financial planners.

Individual Investors

Individual investors wishing to invest in Matco's mutual funds must have a minimum of $1,000 to invest.

To open an account directly with Matco, please contact us at 1.877.539.5743 or matco@matcofinancial.com.

Upon receipt of your phone call or email, we will courier a personal Account Opening
Package to you.

Broker/Dealer Accounts

Matco mutual funds can be purchased through approved full-service brokers, discount brokers, mutual fund dealers, and financial planners. They are available to residents British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario who have a minimum initial purchase of $1,000 per fund, per account.