Buy More Shares

You may increase your investment in AARP Funds any time you like by mail, wire transfer or by electronic transfer.

Online by electronic transfer

If you have established the electronic transfer service on your new account application, you may call Shareholder Services at 1-800-958-6457 or complete the transfer online. Click to log in to your account, and follow the directions
Your subsequent electronic transfer investments must be at least $25.
If you did not establish the electronic transfer service on your new account application, please call Shareholder Services at 1-800-958-6457 to obtain an electronic transfer form or you may click here to download the form (PDF 154K).
Confirm with your bank or credit union that it is a member of the Automated Clearing House (ACH) system.

Over the phone by wire transfer

Instruct your bank to wire your investment to:

State Street Bank & Trust Co.
225 Franklin St.
Boston, MA 02120

ABA number 011000028
DDA # 9905-684-8
FBO: AARP Funds
Account number

Please include the name of the account owner, tax identification number, account number, fund name, and name/address of the financial institution wiring the money.

By Automatic Investment Program — direct from your bank account

Confirm that your bank or credit union is a member of the Automated Clearing House (ACH) system.
Set up your account for investing through the Automatic Investment Program.

Key Considerations

Subsequent investments must be for at least $25. This includes electronic transfer payments for orders placed online or by phone.
Before investing online, by phone, or through the Automatic Investment Program, you need to have already established this service. To establish this service, fill out the appropriate sections of the Shareholder Services Form (PDF).

By payroll deduction — direct from your paycheck

Confirm that your employer offers this service.
Download a Payroll Deduction Form (PDF)
Complete the form and send it by regular mail or overnight delivery to the appropriate address listed below.
Provide your employer with a copy of the form.

By mail

Detach the bottom of your most recent account statement, or write a note that includes the name of the account owner, account number and fund name.
Enclose a check made out to "AARP Funds" for the amount you want to invest.

Send by regular mail or overnight delivery to:

Please send written correspondence via US Mail:

AARP Funds
P.O. Box 8035
Boston, MA 02266-8035

For overnight delivery, please send to:

AARP Funds
c/o BFDS
30 Dan Road
Canton, MA 02021

Conditions for buying shares

When opening new accounts, we accept ONLY electronic transfers and checks (including bank drafts and cashiers checks) in U.S. dollars, drawn on U.S. banks.
Sorry, but we DO NOT accept:
- starter checks
- cash
- travelers checks
- money orders
- credit or debit cards
- third-party checks except IRA rollover checks
You cannot use a business check to buy shares for a non-business account.
If you buy shares by check or electronic transfer, we may delay the payment of redemption proceeds for up to 15 days, while these transactions clear through the banking system.
We reserve the right to reject any offer to buy shares if doing so is deemed in the best interests of the funds' shareholders.
We calculate the number of shares you are buying as follows: investment amount divided by share price (NAV) equals the number of shares purchased.

We do not accept requests to hold a transaction for a future date.

The mutual funds described in this site are sold only to U.S. residents.

An Investment in the Funds involves risk, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of the AARP Funds carefully before investing. The prospectus contains this and other important information about the Funds. To get a prospectus containing this and other information, click here (PDF) or call 1-866-218-6142. Read it carefully before you invest.

While AARP has licensed the use of its name to AARP Funds and endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is an investment adviser and a subsidiary of AARP.

The Financial Advisors are registered representatives of ALPS Distributors, Inc., a registered broker-dealer, and as investment adviser representatives of AARP Financial Inc., an investment adviser. AARP Financial Inc. offers investment advisory services and is not affiliated with ALPS Distributors, Inc.

AARP Funds are distributed by ALPS Distributors, Inc.