Fundvest® No-Load Mutual Fund

Mutual funds access… easy and affordable with our Fundvest® program.
With Fundvest®, a service we offer you through Pershing*, you can select from a group of over 90 mutual fund families and make purchases with no transaction fee**. This provides you with convenient, low cost opportunities to consolidate your assets while diversifying your mutual fund portfolio. The benefits of Fundvest® are numerous:

		Convenience. Buy, sell or exchange mutual funds across multiple fund families through a single source.
		Consolidation. All of your brokerage account activities through Fundvest® will be summarized on your account statement. These easy-to-read statements are helpful with investment record keeping, tracking portfolio performance and completing year-end tax reporting.
		Diversification. Choose mutual funds from a variety of fund families, which in turn offer various investment objectives, to provide diversification of your mutual fund portfolio.
		Safety. Securities held in custody for you via Fundvest® are protected by SIPC (www.sipc.org) and Pershing. See “Securities Protection” for complete details.
		Systematic Investments. Once your initial minimum purchase is met, systematic investments are available with a $100 minimum. Systematic investments, also known as Dollar Cost Averaging, do not guarantee a profit or protect against a loss in a declining market. Systematic investing consists of a continuous investment in a security regardless of fluctuating price levels. It is important to consider your willingness and financial ability to keep purchasing shares during declining markets.

To take advantage of Fundvest® today, ask us for the most current listing of eligible fund families, including mutual funds managed by over 90 highly regarded fund companies. You may also request prospectuses. Be sure to read the prospectus carefully before investing.

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Click here  to review our disclosures.

Securities and insurance products offered are NOT deposits or obligations of, insured or guaranteed by Associated Banc-Corp ("AB-C") or any bank or affiliate, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE.

*Associated Investment Services operates through an arrangement with the Pershing division of Donaldson, Lufkin, & Jenrette Securities Corporation, a registered broker-dealer and member of the New York Stock Exchange.
**Fundvest® transactions are subject to minimum purchase criteria and short-term redemption fees. You must purchase, per transaction, a minimum of $5000 for non-IRA accounts, or $1000 for IRA accounts to be eligible for no-fee transactions. Positions acquired with no transaction fee must be held for a six-month period, any redemption that takes place during the first six months will incur a short-term redemption fee.