This change is being made to improve both your telephone and online experiences with us. Domini Impact Investments will continue to serve you in its same role as the Funds’ investment adviser.
In order to prepare for this service provider change please note that online account access available through domini.com and the automated telephone account access system will be unavailable after the close of business on June 19 and will resume on June 22.
In connection with this service provider change, First National Bank of Omaha (the Bank) will replace BNY Mellon Investment Servicing Trust Company as the custodian for all Domini IRA and Coverdell Education Savings accounts effective on June 22, 2020. Please note that the Bank annual custodian fee will be $15.
This change of custodian does not require any action on your part and will not cause any disruption in the service to your Account. Please see the new custodial agreement and disclosure statements linked below.
We appreciate that you invest with us and will ensure this transition is seamless and easy for you. For more information please access the new custodian agreement and supplement to the prospectus reflecting this change linked below. In early June, we will update you with further information regarding this change.