How to Invest

Retirement Account Application

• New IRA Account
• IRA Rollover or transfer

Taxable Account Application

• New Account Form

Regular Mail:

Bright Rock Funds
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701

Overnight Delivery:

Bright Rock Funds
c/o U.S. Bancorp Fund Services, LLC
615 East Michigan Street
Milwaukee, WI 53202

Telephone: 1.866.273.7223

Automated account information is available 24 hours per day seven day per week. To speak with a representative please call between 9-5 EST Monday-Friday.