Open an Account
A Share Class for Every Investor
Choose the Appropriate Account Type
Making Transactions in Your Account 

•  Adding to your Account
•  Making Exchanges
•  Redeeming Shares
•  Automated Phone Service
•  Online Account Access

Open an Account

Investing with Aston Funds is easy!

The minimum initial investment for Aston Funds is as follows:

• Regular Accounts: $2,500
• Individual Retirement Accounts (IRAs): $500
• Education Savings Accounts: $500
• Uniform Gift to Minor Accounts/Uniform Transfer to Minor Accounts (UGMA/UTMA) (custodial accounts for minors): $500
• Institutional Accounts: $1,000,000

Everything you need to get started is available directly on our site. Just follow the instructions below:

1. Decide which Funds best fit your needs. 
2. Download the appropriate prospectus and application, or order one by mail.
3. Complete the application, and send it with your investment check to:
Aston Funds
PO Box 9765
Providence, RI 02940

Your money will be invested on the day we receive it using the next available Net Asset Value (NAV);  no sales charges will be incurred. If you need help, or have questions about investing, please call us at 800-992-8151. While we cannot provide investment advice, we can answer any questions regarding Aston Funds so that you may make an educated choice.

For Fund or literature inquiries, please call one of our shareholder representatives at 800 992-8151.

A Share Class for Every Investor

Aston Funds have multiple share classes to serve all individual and institutional investment needs. Start investing for your future today. 

For a minimum investment of $2500 (regular account) or $500 (IRA, ESA, UGMA/UTMA) you can open an account in our retail share classes.  The N and S share classes offer a full range of equity, fixed income and money market funds to suit your risk tolerance and help to meet your investment goals. 

The Institutional I share class is suitable for investors that meet account minimums of  $1,000,000, or more depending on the Fund chosen for investment.

The R share class, our retirement class, is designed for qualified retirement plans, retirement savings programs and other similar programs offered primarily through financial intermediaries.

Y & YS share classes of the Institutional Prime Money Market Fund are open to institutional investors that meet the minimum of $5,000,000.

Choose the Appropriate Account Type

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 through on-line account access, or call 800 992-8151 if you need additional assistance.

3. Buy Additional Shares by Phone or On-Line

Add to your investments by using our Automated Phone Line at 800 992-8151 or through on-line 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.

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.

On-line Account Access

The benefits of Online Account Access include the ability to:

• Check recent transactions and balances at anytime – 7 days a week.
• Perform transactions on line:  purchases, redemptions, exchanges
• Set up Automatic Investing
• Order statements
• Reorder checkbooks for qualified money market fund accounts
• 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.