Open an account Secure login Tax Information
James Advantage Funds
1.800.99.JAMES (1-800-995-2637)

Account Signup Instructions

Proceed to account sign up.
The following sections will allow you to specify details about your new account.

You will be presented with options regarding:

The new account process takes about 10-15 minutes to complete. Once you are finished and have verified your data, you will have online access to your new account. It usually takes one to two business days for the fund to verify your account application and confirm receipt of your initial purchase. A confirmation will be sent to you once this process is complete.

For your convenience we have added screen shots below so you can preview the process and collect the necessary information before proceeding.

  1. Click on Open Account from the main login page.

    step 1
  2. Disclaimer text. Click continue to move on in process.

    step 2
  3. Complete all fields to create a user id (Reset question and answer is optional but highly recommended) and click continue.

    step 3
  4. Next, complete the registration form and click continue.

    step 4
  5. Choose your account type. If an account type is selected that requires a beneficiary, you will be prompted with a page to fill out that information. The example below will be an individual account so we will not be prompted with the beneficiary page.

    step 5
  6. Check off that you understand and accept the terms and conditions for W-9 Certification.

    step 6
  7. Users will then choose the fund in which they want to invest. The reduced minimum with AIP option is available and the reduced minimum amount will display. To take advantage of this, the user must enter in 50.00 in the amount field and also click the reduced minimum check box on the far right. When used, shareholder will be forced to setup an AIP when they get to that page. If not chosen, they can skip the AIP.

    step 7
  8. Enter in bank information

    step 8
  9. Next, the user will need to establish the AIP for a minimum of $50.00. They can select to have up to 2 investment days per month as well.

    step 9
  10. Next Review the account information entered during the process and click Establish Accounts Electronically.

    step 10
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-800-995-2637 or click here to view or download a prospectus online.

The performance data quoted represents past performance. Past performance is no guarantee of future results. Current performance may be lower or higher than performance data quoted. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. The average annual total returns assume reinvestment of income, dividends, and capital gains distributions and reflect changes in net asset value. You should note that the James Advantage Funds are professionally managed mutual funds while the indices are unmanaged, do not incur expenses, and are not available for investment.

Mid, Small and Micro Cap investing involve greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat. Fund holdings and sector weightings are subject to change without notice. Past performance is no guarantee of future results.
© 2019 James Advantage Funds

James Advantage Funds are offered only to US citizens and residents and any information on the website is intended solely for that purpose. Nothing on this web site should be considered a solicitation to buy or an offer to sell any James funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. For international investors please see Institutional.

Distributed by ALPS Distributors, Inc. 1290 Broadway, Ste 1100, Denver, CO 80203 (Member FINRA)