My Account

How can I invest in the Merk Mutual Funds?

Please read the prospectus carefully before you invest. You may open an account directly with the Fund, or invest through your broker:

1. Invest directly with the Fund

Please click on the following link to open an account online:

Open Account Online
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If you prefer to fax or mail your application, please download the application form.

In case you already have an account, please click on the following link to view your account, add to your investment or redeem shares:

Access your Account Online
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2. Invest through your broker

The Fund has distribution agreements with a number of dealer firms; please click here for a list of these brokers. Please note that brokerage firms often update their databases only on a monthly basis. Because of this, information on a new fund, like the Merk Asian Currency Fund, may not readily appear on a search of the broker's database. However, in most cases, your broker will be able to execute the trade if you specify the name and ticker or CUSIP # of the fund. For example: Merk Asian Currency Fund, CUSIP 34984T659 or Merk Hard Currency Fund, ticker MERKX.

The Fund is available through select non-transaction fee platforms. We are proud to be available through

Schwab's Mutual Fund OneSource® Service *
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Fidelity's FundsNetwork® No Transaction  Fee Funds **
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We are proud to have Euro Pacific Capital, Inc., a full service NASD member broker/dealer, offer the Merk Mutual Funds. Euro Pacific specializes in international investments and provides investment advice to those seeking help building a global portfolio. Click here to learn how Euro Pacific can help you invest in the Merk Hard Currency or the Merk Asian Currency Fund.

If your broker's firm does not have a distribution agreement with the Fund of your interest or has not yet enabled trading for the Fund, encourage your broker to call (866) MERK FUND to learn the steps necessary to establish trading. Alternatively, you may contact us to approach your broker. Your broker will need to know the Fund's ticker symbol or CUSIP which is MERKX for the Merk Hard Currency Fund and 34984T659 for the Merk Asian Currency Fund. Transaction fees may apply to invest through a broker.

3. Invest through your investment advisor

If you have your assets managed by an investment advisor, please tell him or her about the Merk Funds. Encourage your investment advisor to contact us to learn more about the Funds and how we can be of assistance to investment advisors.

Minimum Investment

As an initial investment, a minimum of $2,500 is required for standard accounts. A minimum investment of $1,000 is required for traditional and Roth IRA accounts, accounts with systematic investment plans, and qualified retirement, pension or profit-sharing plans. Minimum additional investments are $100.

How do I get more information?

If you have any questions, please read the Shareholder FAQ.

* Charles Schwab & Co., Inc., member of SIPC, receives remuneration from fund companies for record keeping, shareholder services and other administrative services for shares purchased through its Mutual Fund OneSource service. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.

** Other fees and expenses, including those that apply to a continued investment in the fund, are described in the fund's current prospectus. Fidelity Brokerage Service LLC or its brokerage affiliates may receive remuneration for providing certain recordkeeping or shareholder services to these fund companies. Fidelity reserves the right to change a  transaction fee under certain circumstances for funds otherwise available without paying such a fee to Fidelity. See the commission schedule for complete details. Funds may be removed from the NTF program at any time, please check Fidelity.com or contact a representative before making a purchase. Fidelity Brokerage Services, Member NYSE/SIPC.