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 became 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 for Individual and joint accounts, trusts, corporations, or partnerships and other legal entities please use the following link. 

Download Application

Traditional IRAs

Traditional and SEP IRA Application including Adoption Agreement, IRA Custodial Agreement and Disclosure Statement

Effective 6/22/20 - Traditional IRA and SEP 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


Roth IRAs

Participate in your employer’s Roth IRA plan (please confirm with your employer that a plan has been set up): 

Roth IRA Application including Adoption Agreement, Roth IRA Custodial Agreement and Disclosure Statement

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 a Roth IRA application.

Effective 6/22/20 - Roth IRA Custodial Agreement and Disclosure Statement


SEP IRAs

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

Traditional and SEP IRA Application including Adoption Agreement, 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 including Adoption Agreement, SIMPLE IRA Custodial Agreement and Disclosure Statement. (You must attach a copy of your employer’s SIMPLE IRA Adoption Agreement)

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.


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

Coverdell Education Savings Accounts (ESAs)

Coverdell ESA Application including Adoption Agreement, 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.

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