Open An Account

It's easy to open an Eventide Funds account. Simply review the prospectus and decide which type of account you wish to open. Eventide offers individual or joint standard investment accounts, as well as several tax-advantaged accounts: Traditional IRA, Roth IRA, UGMA/UTMA and a Coverdell College Savings account.

Account applications can be submitted online (using the Matrix Capital website) or via mail using one of the forms below:

Standard Account Application
IRA Application(Roth & Traditional)
Coverdell Application

For accounts involving the rollover of funds from a 401(k), or another IRA, the application process requires:

• Open appropriate Eventide account (either online or via mail).
• Download and complete Account Transfer Form
• Mail Transfer Form and most recent Account Statement (from current account custodian) to:

With any questions, do not hesistate to call us toll free at: 1-877-453-7877.