Forms & Applications

For more information, please email info@direxioninvestments.com or call:

  • Financial Professionals –  877.437.9363
  • Shareholders – 800.851.0511
 Form/Application   When to Use
 Fund Application – Monthly Leveraged Funds   Use to open a new individual, joint, UGMA, Trust, Corporation, and Association/Partnership Account. Do not use for any type of IRA.
 Fund Application – Alternative Strategy Funds
 IRA/Education IRA Disclosure Statement   Use when opening an IRA or Educational IRA and accompanied by appropriate application.
 IRA Application – Monthly Leveraged Funds   Use to open an IRA, rollover IRA, Roth and SEP accounts.
 IRA Application – Alternative Strategy Funds
 Education IRA Application – Monthly Leveraged Funds   Use to open an Education IRA.
 Education IRA Application – Alternative Strategy Funds
 IRA Transfer Form – Monthly Leveraged Funds   Use to transfer IRA assets from another IRA Custodian.
 IRA Transfer Form – Alternative Strategy Funds
 Entity Account Application – Monthly Leveraged Funds   Use to open an account as an entity. Do not use for IRA accounts.
 Entity Account Application – Alternative Strategy Funds
 Certification of Beneficial Owners