You can access your mutual fund account online by going to our website, www.fpafunds.com and clicking on Access My Account on the Home Page. You may also obtain automated account information 24 hours a day via our shareholder services desk. The phone number is 800-638-3060.
If you are a registered rep, you can view your clients' accounts on-line via https://umb.brokerbrowser.com. If you already have a BrokerBrowser user ID #, the FPA Funds can be added to your ID #. If you do not have an ID #, please contact UMBFS Dealer Services at (800) 894-6694 to get your user ID established.
You can establish an IRA and/or other retirement plan with a $100 minimum initial investment and an expressed intention to increase the investment to $1,500 within 12 months.
Accounts may also be established with a $100 minimum initial investment and the establishment of automatic monthly investments of at least $100 withdrawn from your bank account monthly as specified through the Automated Clearing House. The "Automatic Investment Program" can be established by completing a FPA Mutual Funds Account Application.
Quarterly FPA Fund Conference Calls are held the last week of the month following calendar quarter ends. You may register for the calls via our website. If you would like to be added to the distribution list to receive an automatic conference call invitation, please email us at firstname.lastname@example.org.
Our webcasts are posted to our website within a week after the quarterly conference calls take place. They are located under their respective fund pages on our website at www.fpa.com.