OAKMARK FUNDS
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Account Owner Information

Welcome to the Oakmark Funds Account Access.

No Date of Birth on file

We do not have a valid date of birth on file. To update, please contact us at 1-800-OAKMARK (625-6275), Monday to Friday, 8 am to 6 pm Eastern Time.

Account Owner Information

To update your Date of Birth please call us at 1-800-Base Nasu (625-6275).

To update your Email Address and Phone Number please go to the Account Profile section.

No valid address

A valid US or Military address is required to set up a new account. You may update your address under Personal Preferences or contact us at 1-800-OAKMARK (625-6275), Monday to Friday, 8 am to 6 pm Eastern Time.

Delivery Preferences

US Mail is the delivery preference for all of your shareholder documents. Please access the Account Profile function if you wish to change to e-delivery.

Do you wish to complete your online new account application?

No valid address

A valid US or Military address is required to set up a new account. You may update your address under Personal Preferences or contact us at 1-800-OAKMARK (625-6275), Monday to Friday, 8 am to 6 pm Eastern Time.

Verify Your Email Address

* Required Field

Please enter your email address update below and select Submit. Please note that any updates to your email address here will not update the email address you may have saved for security code delivery.

Provide Email Address*

Confirm Email Address*

Verify Your Phone Number

* Required Field

Please enter your phone number updates below and select Submit. Please note that any updates to your phone numbers here will not update phone numbers you may have saved for security code delivery.

Primary Phone* Ext.Extension for primary phone number

Secondary Phone Ext.Extension for secondary phone number

Choose Delivery Methods

Would you like to update your e-Delivery preferences and receive email alerts when new documents are available online?

NASU-DOC-TYPE

NASU-DELIVERY-METHOD

All Email

All US Mail

Terms and Conditions for E-Delivery

I agree to the Terms and Conditions for E-delivery.

New Account Set Up

New Account Set Up is not supported by the Fund Company.

Please call us at 1-800-OAKMARK (625-6275). Our Investor Service Representatives are available Monday to Friday, 8 am to 6 pm Eastern Time.

New Account Eligibility

Information

Warning

To establish a new account, please login to your existing online account.

User Name Password

TBD.

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Error

Are You Sure You Want to Cancel This Request?

Cancelling this request will delete all of the information you have entered.

Session Timeout

Your session is about to expire. Would you like to continue?

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Terms and Conditions

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Guest Login

To retrieve your saved online Account Application, please enter your email address and guest password.

Email Address

Password

Enter this information to retrieve your saved application.

Social Security Number* Date of Birth

Important Information

To open a corporate, trust, or other type of account, please complete and mail a paper new account application.

Federal law requires all financial institutions, including mutual funds, to obtain, verify and record information that identifies each person who opens an account. Each Fund generally is available for purchase only by residents of the United States, Puerto Rico, Guam, and the U.S. Virgin Islands. You must provide a U.S. address when opening an account online.

Prospectus Certification

Prospectus Certification

During the account opening process, you will be required to certify that you have received and read the current Oakmark Funds prospectus and/or the summary prospectus for each Fund in which you plan to invest.

Prior to opening an IRA or Coverdell Education Savings Account, you must read the applicable Custodial Agreement and Disclosure Statement, which can be found on our Forms Page.

Select Your Fund(s)

You may view the fund profile by selecting the fund name below.

Jump to a Fund:

A

B

C

D

E

F

G

H

I

J

K

L

M

N

O

P

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Fund Number	Fund Name	Symbol	Min. Initial Investment *

* If you enter less than the 'Min. Initial Investment' amount, you will be required to set up a Systematic Investment.

Selected Fund(s)

You may invest in up to 5 new funds.

Fund Name	Symbol
1.
2.
3.
4.
5.

You must verify that you have read the terms and conditions of the prospectus before this transaction will be allowed.

I have read the prospectus for all investments

Contact Us | Privacy Policy | Terms of Use

This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standards and Poor's Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The CUSIP Database, ©2011 American Bankers Association. "CUSIP" is a registered trademark of the American Bankers Association.

Investing in value stocks presents the risk that value stocks may fall out of favor with investors and underperform growth stocks during given periods.

Before investing in any Oakmark Fund, you should carefully consider the Fund's investment objectives, risks, management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. For more information, please call 1-800-OAKMARK (625-6275).

OAKMARK, OAKMARK FUNDS, OAKMARK INTERNATIONAL, and OAKMARK and tree design are trademarks owned or registered by Harris Associates L.P. in the U.S. and/or other countries.

Log In Help

EXISTING USER- LOGIN FORGOT USERNAME

FORGOT USERNAME

If you forgot your Username, please click Forgot Username below the Username field and follow the instructions on the Account Access: Forgot Username page.

LAST 4 DIGITS OF SSN/TIN

Please enter the last 4-digits of your Social Security Number or the Tax Identification number associated with your account.

ACCOUNT NUMBER

Please enter your account number exactly as it is displayed on your Account Statement.

FUND

Select one of your funds from the list displayed.

ZIP CODE

Enter your 5-digit zip code.

PASSWORD

Please contact us at 800-621-3979, Monday through Friday, 8:00 a.m. to 8:00 p.m. Eastern Time.

SECURITY QUESTION

Answer the security question and click Continue.

A correct answer of the security question will return your Username.

Clicking Continue will redirect you to the Login page where you can log in to your account.

Why did I get the 'Your Account has been Locked' screen? This means that your security questions were answered incorrectly. For your security your account has been locked. Please contact us at 800-621-3979, Monday through Friday, 8:00 a.m. to 8:00 p.m. Eastern Time.

Why did I get the 'Invalid Password' Message? This means the password entered does not match the information we have on file. You will have three attempts to enter the correct password before your account is locked. If your account is locked, you will have the opportunity to establish a new password by clicking UNLOCK and following the onscreen prompts. After answering a security question, you will need to provide your Username, your SSN or TIN and your Account Number. Please contact us at 800-621-3979, Monday through Friday, 8:00 a.m. to 8:00 p.m. Eastern Time.

EXISTING USER- UNLOCK ACCOUNT

Why Did I get the 'Your Account has been Locked' Message? This message is displayed when the information entered does not match what is on file. For your security your account has been locked. Click UNLOCK and follow the steps to unlock your account. Please contact us at 800-621-3979, Monday through Friday, 8:00 a.m. to 8:00 p.m. Eastern Time.

EXISTING USER- WE ARE UNABLE TO VERIFY YOUR INFORMATION

Why did I get the 'We are unable to verify your information' Message? This message is displayed when the information entered does not match what is on file. For your security your account has been locked. Please contact us at 800-621-3979, Monday through Friday, 8:00 a.m. to 8:00 p.m. Eastern Time.

FORGOT/RESET PASSWORD

If you forgot your password, please click Forgot/Reset Password below the password field and follow the instructions on the Account Access: Forgot/Reset Password page.

LAST 4 DIGITS OF SSN/TIN

Please enter the last 4-digits of your Social Security Number or the Tax Identification number associated with your account.

ACCOUNT NUMBER

Please enter your Account Number exactly as it is displayed on your Account Statement.

FUND

Select one of your funds from the list displayed.

ZIP CODE

Enter your 5-digit zip code.

PASSWORD

This is the new password you will use each time you access your Oakmark Funds Funds account online. Your password is not case sensitive and must be 6-20 characters long and contain at least 2 numbers, 2 letters and 1 special characters (@,#,$, etc.).

Enter a password into the New Password field. Reenter the same password into the Verify New Password field.

A green check mark next to the password fields indicates a valid password.

Why is there a red X next to my New Password? You will see a red X next to the New Password field until your password meets all requirements.

Why is there a red X next to the Verify New Password field? You will see a red X next to the Verify New Password field until it exactly matches your new password.

When your new password setup and verification is complete, click Continue located at the bottom right of the page.