Add Charles Schwab to the list.
A little more than a week ago we announced that you could now invest in The Jubak Global Equity Fund (JUBAX) directly through your brokerage account at Vanguard.
Today we’re reporting that you can invest in Jubak Global Equity Fund through your existing Schwab account too.
Yes, we’re only a quarter old, but we’re working hard to follow your suggestions.
When we launched the fund, a lot of you said that you’d invest in the fund if you could do it through a brokerage account at Schwab or Fidelity or Vanguard or …. And we heard you. It’s taken a while to get the process going, but we’re proud to announce that as of today, we’ve signed up our second platform, Charles Schwab.
Yep, as of right now you can invest in Jubak Global Equity (JUBAX) through your existing Schwab or Vanguard accounts. (Of course, you can still sign up directly on line, or through the mail, too).
And we’ve even managed to set it up so that Schwab investors (and Vanguard investors too) can get a free subscription to my new Jubak Asset Management Internet newsletter (a $299 value), just as direct investors do. So, Schwab investors, once you’ve completed your trade, please go here to activate your subscription: http://jubakam.com/schwab or, if you forget that link, just go to the Jubak Asset Management homepage and follow the instructions. (Vanguard investors can go here to activate their subscription: http://jubakam.com/vanguard)
In the coming weeks we expect to be able to announce that the fund is available through other brokers you’ve asked about, too.
So, watch this space.
The Jubak Global Equity Fund is distributed by Grand Distribution Services, LLC.
803 W. Michigan St., Milwaukee, WI 53233
You should consider the fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus, that contains this and other information about the Funds, call 1-888-885-8225 or visit www.jubakfund.com. Please read the prospectus carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Also waiting for availability at Merrill Lynch!
I just executed via Scottrade Thanks JIM
How about Fidelity?
Thanks.
Entered an order via Schwab today
Jim, keep working on Fidelity
Jim, thanks. Calling Schwab today. Grouping my investments in one place greatly simplifies my life. Thanks again – now grow the fund! In keeping with your post re the US economic policies, I agree it’s important to have a worldview of investment opportunities.
how about through Edward Jones, would that be possible in the near future?
I sent you on 8/1 a check for $10,000 to enter yyour funds. The check by Fidelity was deposited on 8/4. I had to leave the US to Italy on early but did not get till then anyconfirmation of the deposit nor ability to use your enhanced news letter. I shall remain overseas till November 8 and cannot check from here (Italy)
my mail. Please EM mee (dlussà uh.edu) the instructions how to get the enhanced newsletter. Also please confirm receipt of the funds and my account number so that I can check it.
Name DanLuss
Address 115 Stablewood CT, Houston TX
Last four digits of Social sec 6331
It would be nice to a direct EM to the fund.
BINGO!! Most of them have been mentioned…well, get choppin…get’r done! (TD Ameritrade)
BINGO!! Most of them has been mentioned…well, get choppin…get’r done!
Jim,
I was looking at MS performance comparison (http://quicktake.morningstar.com/syndication/riskmeasure.aspx?cn=GLG117&symbol=JUBAX) and was wondering how was it calculated?
Are all fees included? Do those numbers count for dividends?
Jim,
Etrade should and must be next. I bet quite a few of your regular readers have trading accounts with Etrade and/or TDAmeritrade.
I was able to make my purchase with my Scottrade account 2 or 3 days ago. I just kept trying and it worked!
Hi Jim,
Would love to add JUBAX to the portfolio … How about Muriel Siebert?
Jim,
Interactive brokers? Smith Barney? Please.
jim,
I’d love to see it on sharebuilder (ING)
Hey Jim, Is there any way that we foreigners can get in on the fun. I’d love to invest with you, but apparently we Europeans can’t join?
and etrade!
merrill lynch and scottrade!