Tax Statement Information

Tax statements for the Thompson IM Funds are not available online.

Taxable fund distributions are reported on Form 1099-DIV. Form 1099-DIVs will be mailed by mid-February. There will be tax information available to be viewed in online accounts around this time. You will not receive a Form 1099-DIV if your distributions are less than $10.

Please call Shareholder Services at 800.999.0887 for additional information.

To open new regular account, IRA, corporate account or personal trust, please click here for applications and forms.

To open an IRA account by transferring existing IRAs and direct rollovers from qualified retirement plans, please click here for instructions and forms.

Please mail the completed applications and forms to the address listed in the instructions.

We are pleased to provide you with the following functions through the Thompson IM website:

  • View your mutual fund account
  • View your historical account activity
  • Perform online transactions including purchases, exchanges and redemptions
  • Request duplicate statements
  • View tax information
  • Add or update email address and receive courtesy emails

Please make sure you read all the instructions and requirements carefully.

The ability to perform these online transactions is dependent on the options selected at the time the account was established. 

If your account does not have the ability to perform a desired transaction or you have any other questions, please call 800.999.0887 to speak to a customer service representative.

Mutual Fund Account Access