Open an Account

Step-by-Step Process

Pax World Funds are available through many discount brokers such as Schwab, E*TRADE, and TD Ameritrade. If you already have an account on one of these platforms you can purchase Pax World Funds through their Web sites or toll free telephone numbers. To set up an account directly with Pax World simply follow the steps below.

  • Decide on the Account Type

    Before choosing a fund for investment, you should consider which type of account is appropriate for your needs. Pax World offers a full range of retirement and regular investment accounts, including an IRA, Roth IRA, Education Savings Account, UTMA’s, and Trusts.

  • Choose a Fund

    You should consider a fund’s investment objectives, risks, and charges and expenses carefully before investing. Pax World offers a variety of mutual funds. If you are not sure which Fund is right for you, you should consult a financial professional.

  • Read the Prospectus Carefully

    The prospectus contains more complete information about the Fund, including management fees and expenses. Please read the prospectus carefully before you invest or send money. You may obtain a prospectus by going to the Documents & Forms page, or request a printed copy by calling 800.767.1729.

  • Fill out an Account Application

    Most accounts require just a single form while an IRA rollover may require multiple forms. The materials related to each type of account contain instructions on which forms are needed under the heading “Application Instructions” in the table of contents. Complete IRA Rollover instructions can be found by clicking here.

  • Mail in the Application with a Check

    Make checks payable to “Pax World Funds.” If you are making IRA contributions for yourself and your spouse, you may include a single check with both applications.

  • A Confirmation will be Mailed to You

    You will then be mailed a confirmation that contains your account number and the number of shares that have been purchased.

Important Notice for Non-U.S. Investors
Shares of Pax World mutual funds are offered for sale only in the United States. We can mail prospectuses and other information only to addresses in the United States. Information contained within this site is not an offer to sell or a solicitation or offer to buy any security, nor shall any security be offered to any person, in any state, country, or other jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of any such state, country, or other jurisdiction.