Open an Account

Open an Account Online

Click here to Open an Account Online

Open an Account by Mail

Account applications are available for download in PDF format. Simply select the appropriate account type below, print out an application and return it signed and completed to us. If you’d prefer to receive these forms by mail, request an investment kit.

On June 22, 2020 Ultimus Fund Solutions, LLC will become the transfer agent for the Domini Funds. For more information please click here or contact us. 

To open a standard non-retirement mutual fund account, download a PDF application by selecting the appropriate link below.

Traditional and Roth IRAs

For accounts opened through 6/19/20: IRA Custodial Agreement and Disclosure Statement
Effective 6/22/20 - Traditional IRA and SEP IRA Custodial Agreement and Disclosure Statement
Effective 6/22/20 - Roth IRA Custodial Agreement and Disclosure Statement

Transfer assets from a non-Domini IRA or other retirement plan to a new or existing Domini IRA. If you are transferring to a new Domini IRA, you must attach an IRA Application.


SEP IRAs

Participate in your employer’s SEP-IRA plan (please confirm with your employer that a plan has been set up): IRA Application and Adoption Agreement

For accounts opened through 6/19/20:  IRA Custodial Agreement and Disclosure Statement
Effective 6/22/20 - Traditional IRA and SEP IRA Custodial Agreement and Disclosure Statement

SIMPLE IRAs

Participate in your employer’s SIMPLE IRA plan (please confirm with your employer that a plan has been set up): SIMPLE IRA Application (You must attach a copy of your employer’s SIMPLE IRA Adoption Agreement)

For accounts opened through 6/19/20: SIMPLE IRA Custodial Agreement and Disclosure Statement
Effective 6/22/20 - SIMPLE IRA Custodial Agreement and Disclosure Statement

Transfer assets from a non-Domini SIMPLE IRA plan to a new or existing Domini SIMPLE IRA. If transferring to a new SIMPLE IRA, you must attach a SIMPLE IRA Application.

Roth IRA Conversions

Convert a Traditional, SEP or SIMPLE IRA to a new or existing Domini Roth IRA. If converting to a new Roth IRA, you must attach an IRA application.

For accounts opened through 6/19/20: IRA Custodial Agreement and Disclosure Statement 
Effective 6/22/20 - Roth IRA Custodial Agreement and Disclosure Statement


Use these applications to invest for anyone under 18 to help them save for college responsibly.

Coverdell Education Savings Accounts (ESAs)

For accounts opened through 6/19/20: Coverdell ESA Custodial Agreement and Disclosure Statement
Effective 6/22/20 - Coverdell Custodial Agreement and Disclosure Statement

Transfer assets from a non-Domini Coverdell ESA to a new or existing Domini Coverdell ESA. If transferring to a new Coverdell ESA, you must attach a Coverdell ESA Application and Adoption Agreement.

UGMA/UTMA (Custodial) Accounts


Check the background of DSIL Investment Services LLC and its investment professionals on FINRA's BrokerCheck. Before investing, consider the Domini Funds’ investment objectives, risks, charges, and expenses. View or order a prospectus. Read it carefully.

DSIL Investment Services LLC (DSILD) distributor, Member FINRA.

Domini Impact Investments LLC (Domini) is the Funds’ investment manager. The Funds are subadvised by unaffiliated entities.

Eye iconEye slash icon