Forms & Applications

Here you can open new direct accounts, transfer accounts, register for an automatic investment plan and sign up for checking writing services from your Direxion Money Market Account.

  • Financial Professionals - submit questions to info@direxionfunds.com or call 877.437.9363
  • Shareholders – call 800.851.0511
Form/Application When to Use
Fund Application – Monthly Leveraged Index Funds Use this Form to open a new individual, joint, UGMA, Trust, Corporation, and Association/Partnership Accounts. Should not be used for any type of IRA
Fund Application – Alternative Strategy Funds
IRA/Education IRA Disclosure Statement This form should be filled out when opening an IRA or Educational IRA and accompanied by appropriate application
IRA Application - Monthly Leveraged Index Funds Use this Form to open an IRA, rollover IRA, Roth and SEP accounts
IRA Application – Alternative Strategy Funds
Education IRA Application - Alternative Strategy Funds Use this Form to open an Education IRA
Education IRA Application – Alternative Strategy Funds
Non-IRA Transfer Form Use this Form to transfer accounts from another firm (Non-IRA accounts only)
IRA Transfer Form – Monthly Leveraged Index Funds Use to transfer IRA assets from another IRA Custodian
IRA Transfer Form – Alternative Strategy Funds
Automatic Investment Plan Application Use this Form to provide ACH instructions for future use or to set up an automatic investment schedule you select
Systematic Withdrawal Plan Application Use this to set up systematic withdrawals by check or via ACH
Check Writing Application Use this to establish the check writing option on your Direxion US Government Money Market Fund account
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