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Once you have reviewed our prospectus, click on any of the applications below to begin. Simply print, fill out and sign your applications, and send them to Ariel Investment Trust P.O. Box 701, Milwaukee, WI 53201-0701. If you have any questions, feel free to call us at Use this application to open a regular investment account. Use this application to open an UGMA/UTMA account for a Minor in the Minor's name. Click for tips on saving for college.
Please use this form to transfer the proceeds of a non-IRA certificate of deposit (CD), mutual fund or other investment to an account held directly with Ariel Investment Trust. Please make sure you attach a copy of your existing account statement and an Ariel Investment Account Application if you do not have an existing Ariel Investment Trust account to receive the assets.
Use this application to open a new Traditional, Roth, SEP or Rollover IRA. Click for the Universal IRA Disclosure Statement and Custodial Agreement
Use this form to transfer or rollover funds from an existing retirement account (IRA, 401(k), 403(b) etc.) to an Ariel Investment Trust IRA. If you do not already have an Ariel Investment Trust IRA account, you will need to also complete an IRA application.
Use this form to create a tax-advantaged college investment account for a minor. Click for Education Savings Accounts' Disclosure Statements and Custodial Account Agreements.
Use this form to transfer assets from an existing Education Savings Account to an Ariel Investment Trust Education Savings Account. Education Savings Accounts' Disclosure Statements and Custodial Account Agreements.
Use this form to add a new fund to an existing Ariel Investment Trust account.
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