Skip navigation and go directly to content

Columbia Funds - Investor Site 
 

Applications

Account Applications
Image
Name and Description
View
Order by Mail
Traditional/ Roth IRA Kit Traditional/ Roth IRA Kit
Application used to establish a Columbia Management Traditional IRA or Roth IRA. (Must be accompanied or preceded by a current prospectus for the appropriate mutual fund(s), and the custodial account and disclosure statement.)
View and print (PDF 1240k) 
Not available to order online.
Coverdell ESA Kit Coverdell ESA Kit

Application used to establish a Columbia Management Coverdell Education Savings Account (ESA). (Must be accompanied or preceded by a current prospectus for the appropriate mutual fund(s), and the custodial account and disclosure statement.)
View and print (PDF 519k) 
Not available to order online.
Privacy   •   Security   •  Website Rules and Regulations   •   Corporate Entities and Disclosures   •  Read Prospectus   •  Site Map   •  Glossary

© 2010 Columbia Management Investment Advisers, LLC. All rights reserved.

On April 30, 2010, Ameriprise Financial, Inc., the parent company of RiverSource Investments, LLC, acquired the long-term asset management business of Columbia Management Group, LLC, including certain of its affiliates, which were, prior to this acquisition, part of Bank of America. In connection with the acquisition of the long-term assets, certain clients of Columbia Management Advisors, LLC (including the Columbia Funds) have a new investment adviser, RiverSource Investments, LLC, which is now known as Columbia Management Investment Advisers, LLC. On the same date, Ameriprise Financial also acquired Columbia Wanger Asset Management, LLC (CWAM). CWAM will continue as the investment adviser for Columbia Acorn and Wanger Funds and no changes are anticipated in the existing investment management team. For those clients that use the services of a subadviser, those arrangements are continuing unless notified otherwise. RiverSource Fund Distributors, Inc., now known as Columbia Management Investment Distributors, Inc., member FINRA, will act as the principal distributor of the Columbia, Wanger, Columbia Acorn, RiverSource, Seligman and Threadneedle branded funds. RiverSource Service Corporation, now known as Columbia Management Investment Services Corp., is the transfer agent for the Funds.

NOT FDIC INSURED.No Bank Guarantee.May Lose Value