Open An Account
To open an account at Eventide Funds, please 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 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:
Eventide Gilead Fund
c/o Matrix Capital Group, Inc.
630-A Fitzwatertown Road 2nd Floor
Willow Grove, PA. 19090-1904
With any questions, do not hesistate to call us toll free at: 1-877-453-7877.
Eventide believes in the value of seeking good advice and help in managing your money. If you have not already connected with a financial planner, we would be happy to introduce you to financial planners in your area, who share your values. Please contact us at 
for more information.